Perspective snaps up £100m AUM South Coast Planner
- Monday, 05 December 2022
- Articles
Acquisitive Financial Planning firm Perspective Financial Group has acquired a £100m AUM South coast Financial Planner – its 11th acquisition of the year.
Read more...Perspective snaps up 10th acquisition of 2022
- Monday, 07 November 2022
- Articles
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.
Read more...Perspective snaps up 3 more adviser firms
- Monday, 10 October 2022
- Articles
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.
Read more...Perspective snaps up 4 adviser firms
- Thursday, 17 March 2022
- Articles
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.
Read more...