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  • Adviser M&A activity surges in April

    The UK IFA market saw a surge in M&A activity in April, according to a report from investment and advisory firm Heligan Group.

  • Perspective boosts AUA by £900m with 9 acquisitions

    Fast-growing Financial Planning firm Perspective Financial Group reported today that it has completed nine further acquisitions this year, adding £900m in assets under advice.

  • 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 £375m AUA with 5 acquisitions

    Fast-growing Financial Planning firm Perspective Financial Group completed five further acquisitions in December, adding £375m of assets under advice.

  • Perspective appoints new chief operating officer

    Financial Planning firm Perspective has appointed former Kingswood COO Harriet Griffin as chief operating officer, a new role for the group.

  • 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 acquires adviser firms in North and South

    Fast-growing national Financial Planner Perspective Financial Group has completed two acquisitions, bringing its total to 11 this year and 89 since the group was founded 16 years ago.

  • Perspective Financial Group passes £2bn in Funds Under Management

  • Perspective acquires Walter Wright Financial Services

  • Perspective acquires Surrey wealth management firm

    Perspective Group
  • Perspective plans AIM flotation to raise £28m

    Perspective website
  • Financial Planning group makes new senior acquisitions hire

    Kevin Homfray
  • Private equity fund to boost expansion at Perspective

    Perspective MD Ian Wilkinson
  • Perspective acquires Corby-based Financial Planner

    Ian Wilkinson, CEO of Perspective Financial Group
  • Perspective close to acquiring 10 adviser firms

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

    Dan Stokoe
  • Perspective acquires £42m AUM Wiltshire Planner

    Ian Wilkinson, CEO of Perspective
  • Perspective acquires 8th firm of 2021

  • Perspective snaps up 4 adviser firms

    Perspective CEO Ian Wilkinson
  • 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.

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