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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.

  • Ian Wilkinson

    Wealth manager acquires Newcastle IFA

  • Ian Wilkinson

    Financial Planner firm ties up 33rd acquisition

  • Ian Wilkinson

    Perspective buys first London Financial Planning firm

  • Kevin Homfray

    Financial Planning group makes new senior acquisitions hire

  • New Perspective chairman Jeff Scott

    National planner Perspective recruits new chairman

  • Perspective's Ian Wilkinson

    Perspective acquires Wiltshire IFA Jones Hill

  • Ian Wilkinson, CEO of Perspective Financial Group

    Financial Planner donates technology to schools

  • Sam Smith

    Perspective appoints group acquisitions director

  • Ian Wilkinson, CEO of Perspective Financial Group

    Perspective acquires Corby-based Financial Planner

  • Dan Stokoe

    Perspective hires ex-Schroders Financial Planning exec

  • CEO Ian Wilkinson said that the firm expects to complete at least four more acquisitions before the end of 2021.

    Perspective snaps up 4 IFAs in acquisition spree

  • Ian Wilkinson, CEO of Perspective

    Perspective acquires £42m AUM Wiltshire Planner

  • Ian Wilkinson, CEO of Perspective, said the firm aims to be the acquirer of choice of Financial Planning firms

    Perspective acquires £160m Warwickshire Planner

  • Ian Wilkinson, CEO of Perspective, said the firm expects to make several more acquisitions this year and next year.

    Perspective acquires £50m AUM Cambridgeshire Planner

  • Ian Wilkinson, chief executive of Perspective

    Perspective snaps up 10th acquisition of 2022

  • Perspective CEO Ian Wilkinson

    Perspective snaps up £100m AUM South Coast Planner

  • Perspective CEO Ian Wilkinson

    Perspective snaps up 3 adviser firms - adding £250m AUM

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