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Portfolio - Perspective Financial Group Limited


Investment: Perspective Financial Group Limited
Deal Type: Acquisition and Development Capital
Activity: Independent Financial Advice and Discretionary Fund Management
Equity Investment: £18.0m
Investment Date: April 2008
Exit Date: December 2019

In April 2008, mpe invested in Perspective Financial Group Limited. Headquartered in Manchester with a national network of offices, the Company is focused on the provision of independent financial advice to individuals and pension advice to corporate clients, together with discretionary fund management of private investment portfolios.

During mpe's investment, Perspective made 32 acquisitions and grew funds under management to £2.7bn. In December 2019 mpe successfully exited its investement by way of a secondary buy out to CBPE.

Visit the Perspective Financial Group Limited website