Perspective announces co-founder sponsorship of the Succession Alliance

The Alliance was launched earlier this month by the independent professional body, the Consumer Duty Alliance, with the aim of improving education, consistency and standards around succession planning for financial planning firms.

The announcement of the Alliance’s inaugural board marks an important step forward. Bringing together senior leaders with extensive experience across acquisitions, strategy, governance and compliance, the board will help shape practical, profession-wide improvements in succession planning.

As a founder sponsor, Perspective strongly supports the Alliance’s goal of creating clearer expectations, better education and more consistent standards for advice firms who are navigating the whole topic of succession planning. Succession is a critical issue for the future of our profession, and Perspective welcomes efforts to build a shared language and deeper understanding across the sector.  Perspective remains a highly active acquirer of financial planning firms and welcomes the opportunity to share our 18 years of experience in support of improving outcomes for these types of firms.

Perspective are pleased to be working alongside our fellow founding sponsors and Board members, which include firms such as:

• 7IM
• Brooks Macdonald
• MKC Wealth
• Loyal North
• Financial Solutions Group

Perspective are looking forward to supporting the Alliance as it begins its first programmes of work and to contributing to positive change that will benefit firms, advisors and clients across the UK.