UK-based Perspective Financial Group has acquired three financial planning firms for an undisclosed sums.
The three firms are Prosperity (GB) Ltd in Buckinghamshire, AYP Financial Planning Ltd in Northumberland and an undisclosed firm in north east England.
This takes the number of acquisitions made by Perspective in 2023 so far to 15, with a total of 71 being made since its inception 16 years ago.
It has also exchanged contracts on a further seven deals, which are set to be completed in the coming months.
Ian Wilkinson, chief executive of Perspective, said: “We are delighted that these three firms have chosen to become part of us. These acquisitions add a further 1,000 households as clients, £250m ($316m, €293m) in assets under management and two new local offices, including one in Hexham where I grew up.
“Our pipeline remains extremely strong and continues to grow month on month. We are meeting both large and small firms and we plan to continue to grow at scale and pace with our highly selectively acquisition strategy.”
These deals come several months after Perspective Financial Group completed four acquisitions for undisclosed sums.
