Perspective snaps up 3 adviser firms - adding £250m AUM

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.

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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 acquires £50m AUM Cambridgeshire Planner

Acquisitive Financial Planning group Perspective Financial Group has acquired Cambridgeshire-based Ramsey Financial for an undisclosed sum.

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