Perspective Financial Group Limited has become one of a growing number of firms to roll out public VouchedFor profiles for all its financial advisers.
As part of this new partnership, Perspective’s 40,000 clients will be able to leave specific, independent, and visible feedback on their individual financial adviser’s performance.
Perspective made 29 acquisitions in 2024 and expects its growth to continue at pace and scale in 2025.
Ian Wilkinson, chief executive officer of Perspective, said: “Client feedback remains an important tool for us as we set new standards of excellence in financial planning as well as evidencing how we are delivering on our Consumer Duty requirements.
“VouchedFor helps showcase the quality of what we do to existing and prospective clients on an independent basis.
“It also reassures firms who may be considering becoming part of a larger group that we have the capability and mindset to always do the right thing by their own cherished clients.”
Alex Whitson, managing director at VouchedFor, said: “People are becoming increasingly discerning.
“Whether that’s prospective clients deciding who to work with, existing clients deciding whether to refer, or advice firms wondering who to sell to.
“It’s great to see Perspective’s commitment to transparency and trust, by creating public profiles for each of its advisers, showcasing their checks and, crucially, all their client feedback.”
