Perspective snaps up 3 adviser firms - adding £250m AUM
- Monday, 04 September 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has made three new acquisitions, adding £250m in AUM and boosting its total number of adviser firm takeovers so far this year to 15.
Read more...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 acquires £50m AUM Cambridgeshire Planner
- Tuesday, 26 April 2022
- Articles
Acquisitive Financial Planning group Perspective Financial Group has acquired Cambridgeshire-based Ramsey Financial for an undisclosed sum.
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