News & blog

Perspective in £10m Refinancing

Perspective Financial Group, the Wilmslow-based national advisory group, has secured a £10.1m bank refinance with NatWest.

The facilities will replace the incumbent senior bank debt provider and provide support for Perspective’s organic growth and a specific facility to fund acquisitions.

The company’s advisory offices offer whole-of-market, fee-based financial advice throughout the UK.

Paul Hogarth, executive chairman of Perspective Financial Group, said: “This refinance provides the funding for us to grow acquisitively and provides the platform to further accelerate the organic growth we have demonstrated since 2013.

“This successful refinance with NatWest reflects our strong financial performance and cash-flows and the great service we provide to our 30,000 clients.

“Our acquisition focus will be retiring advisers seeking a well-established, reputable, local office for their clients. We have 18 trading offices across the UK each with an interest in exploring options for a retiring adviser seeking a home for their client bank.” Read More