Perspective Financial Group, a financial advisory group, has sought admission to trading on AIM, a market operated by London Stock Exchange PLC.
The Group will seek to raise gross proceeds of £28.0 million. Shore Capital is acting as nominated advisor and broker.
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Perspective was established in April 2008 to capitalise on the strategic opportunity created by the implementation of the Retail Distribution Review (‘RDR’), which came into effect on 31 December 2012. Perspective provides whole of market impartial financial advice to approximately 84,000 private clients and around 500 corporate pension clients. Perspective’s proven growth strategy is founded on the successful purchase and integration of quality, RDR compliant, financial advisory businesses with high EBITDA margins, recurring income and cash flow and robust compliance standards.
Perspective’s acquisition strategy is complemented by organic growth through a focus on enhancing client service offering, powered by asset transformation of clients’ investments onto platforms, resulting in higher.
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