Perspective

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.