UK-based advice business Perspective Financial Group has completed four acquisitions for undisclosed sums.
The deals add a further 1,100 households as clients and £310m ($394m, €361m) in assets under management.
The four acquisitions are: Brighter Financial Services Ltd in Halifax; Airedale Personal Financial Solutions in Buckinghamshire; Granite Coast in Cambridge and Brigham Wealth Management in Harrogate.
The group has made 12 acquisitions in the first half of 2023, matching the number made in the whole of 2022. In total, the group has completed 67 acquisitions since it was founded 16 years ago, and now has 31 offices across the UK, 110 financial planners and a total of 410 staff.
Perspective also said it has exchanged contracts on a further seven deals which will all complete in the coming months.
Ian Wilkinson, chief executive of Perspective, said: “We are delighted that these four firms chose to become part of us. We welcome everyone from these firms to the group. We have our biggest ever pipeline of acquisitions, both large and small, and relish the opportunity to continue to grow further at scale and pace.”
This comes several weeks after Perspective announced the acquisitions of Stockton-on-Tees-based Tees Valley Asset Management, Leicester-based P Bennett & Associates, Manchester-based Oak Financial Management (MCR) and Belfast-based Marlborough Place.
