Perspective Financial Group

M&A Deals | 8 Apr 25

Perspective completes a further nine adviser acquisitions

The transactions add £900m assets under advice

M&A Deals | 21 Jan 25

Perspective adds £375m AUA with five acquisitions

It has now made a total of 107 acquisitions to date

Companies | 2 Sep 24

Perspective Financial Group acquires two more firms adding AUA £185m

The office count grows to 39 with 530 households coming on board as clients

A gold foil number 20 balloon is held high in the air by caucasian male hand. The image has been taken outdoors on a bright sunny day, the sky is blue with some clouds. A vintage style effects has been added to the image.

Industry | 23 Nov 23

Financial planner makes 20th acquisition

Adding £205m of AuM

Companies | 7 Nov 23

The shoehorning ghost that could haunt consolidators

Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.