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15 July 2010

Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has today (15th July 2010) announced the appointment of Andrew Aldridge as its new Marketing Manager. Andrew joins Perspective with responsibility for promoting the overall Perspective brand through marketing and PR activity, plus he will be working with all Perspective Group firms to assist in developing and maximising their marketing strategies. Andrew will work out of Perspective’s Wilmslow office and report to Finance Director, Philip Carr. Andrew comes to the company with experience of the advisory sector through his previous marketing roles at legal firms, Goldsmith Williams and Forshaws Davies Ridgway. Prior to this Andrew graduated from Aberystwyth University with a degree in Marketing and Economics. Perspective recently made its 15th acquisition since launch with the purchase of IFA firm, Wingham Wyatt. This took the Group’s annualised turnover to over £13m, funds under advisory and management are increased to £1.2 billion with recurring income now close to £7 million. Damian Keeling, Managing Director of Perspective Financial Group Ltd, commented: “The appointment of Andrew as our new Marketing Manager is key to Perspective as we look to develop our marketing strategy and push out the benefits and services we can offer to a wider audience. As we grow as a business, and as the number of firm acquisitions increases, it is important that our infrastructure keeps pace which is why we have appointed someone of Andrew’s calibre to our team. This newly developed role will also aid all our individual Group firms as Andrew will be meeting regularly with them to ensure they have a competent and successful marketing strategy in place in order to maximise their own work in this vitally important area. We welcome Andrew to the Perspective team and we will also be announcing further appointments in the coming months which will also bolster the experience and skill-set we have available at Perspective Financial Group.” Andrew Aldridge, Marketing Manager at Perspective Financial Group Ltd, said: “This newly created role at Perspective is particularly exciting given the changing nature of the IFA environment and the opportunities that this presents for both Perspective and its Group firms. The Group already has a strong reputation based on a proactive and forward-thinking outlook and it has clearly provided an appealing option for a growing number of IFA firms. Business owners are actively looking at the consolidation option and it will be my job to market the Perspective brand and offering to IFA firms whilst at the same time working with our Group firms to maintain and enhance their own marketing presence.” For more information on Perspective Financial Group Ltd, visit: www.pfgl.co.uk ENDS

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