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  • Perspective planners to be rated on VouchedFor

    Financial Planning firm Perspective has rolled out public profiles for all its planners on review site VouchedFor to increase the amount of feedback their advisers get.
  • Perspective adds £1bn AUA with 9 acquisitions

    Fast-growing Financial Planning firm Perspective Financial Group said it completed nine further acquisitions in the second half of October, adding £1bn of assets under advice.

  • Perspective makes 4 acquisitions

    Fast growing Financial Planning group Perspective has completed four new acquisitions, pushing its total number of takeovers to 15 this year and adding £350m in assets under advice.

  • Wealth manager acquires Newcastle IFA

    Ian Wilkinson
  • Financial Planner firm ties up 33rd acquisition

    Ian Wilkinson
  • Perspective buys first London Financial Planning firm

    Ian Wilkinson
  • Financial Planning group makes new senior acquisitions hire

    Kevin Homfray
  • National planner Perspective recruits new chairman

    New Perspective chairman Jeff Scott
  • Perspective acquires Wiltshire IFA Jones Hill

    Perspective's Ian Wilkinson
  • Financial Planner donates technology to schools

    Ian Wilkinson, CEO of Perspective Financial Group
  • Perspective appoints group acquisitions director

    Sam Smith
  • Perspective acquires Corby-based Financial Planner

    Ian Wilkinson, CEO of Perspective Financial Group
  • Perspective hires ex-Schroders Financial Planning exec

    Dan Stokoe
  • Perspective snaps up 4 IFAs in acquisition spree

    CEO Ian Wilkinson said that the firm expects to complete at least four more acquisitions before the end of 2021.
  • Perspective acquires £42m AUM Wiltshire Planner

    Ian Wilkinson, CEO of Perspective
  • Perspective acquires £160m Warwickshire Planner

    Ian Wilkinson, CEO of Perspective, said the firm aims to be the acquirer of choice of Financial Planning firms
  • Perspective acquires £50m AUM Cambridgeshire Planner

    Ian Wilkinson, CEO of Perspective, said the firm expects to make several more acquisitions this year and next year.
  • Perspective snaps up 10th acquisition of 2022

    Ian Wilkinson, chief executive of Perspective
  • Perspective snaps up £100m AUM South Coast Planner

    Perspective CEO Ian Wilkinson
  • Perspective snaps up 3 adviser firms - adding £250m AUM

    Perspective CEO Ian Wilkinson

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