Fast-growing Financial Planning firm Perspective Financial Group has notched up five further acquisitions, bringing approximately £600m of assets under advice, seven advisers, 22 employees and three new offices.
Financial Planner and wealth manager Perspective Financial Grouphas launched a joint venture with tax specialist accountancy firm TaxAssist.
Fast growing Financial Planning firm Perspective Financial Group has acquired Glasgow-based Phoenix Wealth Solutions for an undisclosed amount.
Fast-growing Financial Planning firm Perspective Financial Group has completed five further acquisitions, boosting assets under advice to £310m.
The UK IFA market saw a surge in M&A activity in April, according to a report from investment and advisory firm Heligan Group.
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.
Fast-growing Financial Planning firm Perspective Financial Group completed five further acquisitions in December, adding £375m of assets under advice.
Financial Planning firm Perspective has appointed former Kingswood COO Harriet Griffin as chief operating officer, a new role for the group.
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.
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.
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