After 6 ‘wonderful years’ of providing great financial advice for our clients and 6 years of dealing with constant regulatory changes, the arrival of ambulance chasers making spurious complaints and increasing costs of doing business like increasing PI Premiums we have taken the plunge and have deregulated Periscope Wealth.

We are pleased to have found a fantastic home for our clients where they will continue to receive market-leading advice which has freed Periscope Wealth up to focus on what we have come to enjoy doing the most, helping other Financial Advisers.

So whether you are looking to:-

Offload some of your client book (at market leading rates) to free up some time or generate some capital

Be connected with a buyer for your business

Wanting to get a Free No-Obligation Assessment and Valuation of your company and its assets

My team stand ready to assist you. I will be remaining on as Managing Director and hope to speak to you in the not too distant future.