It is now the twelfth individual practice to become part of Perspective Group.
Platinum Portfolios Ltd is run by managing director Ian Blackburn with fellow directors, Mark Taylor, Sue Towner and Paul Winder. The firm offers three different types of services including wealth management, transactional and trustee. It makes extensive use of platforms and wraps, and has highly advanced utilisation of industry software.
The firm has a turnover of approximately £1m per annum, with funds under management of £70m and £500k of recurring income.
With this latest acquisition, Perspective’s annualised turnover has been boosted to £12 million, funds under advisory and management are increased to over £870 million, with a recurring income of £6.5 million.
