Perspective snaps up £100m AUM South Coast Planner

Acquisitive Financial Planning firm Perspective Financial Group has acquired a £100m AUM South coast Financial Planner – its 11th acquisition of the year.

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Perspective snaps up 10th acquisition of 2022

Acquisitive Financial Planning group Perspective has completed its tenth acquisition of the year with the purchase of Goldwyns Wealth Management in Southend-on-Sea, Essex for an undisclosed sum.

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Perspective snaps up 3 more adviser firms

Acquisitive Financial Planning group Perspective has acquired three more adviser firms, adding 290 households as clients and £70m assets under management (AUM) to the group.

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Perspective snaps up 4 adviser firms

Perspective Financial, the rapidly expanding Financial Planning and wealth management group, has acquired four adviser firms to notch up a milestone of 50 takeovers so far.

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