Perspective Financial Group
IFA company completes seventh M&A deal of 2021
Retiring adviser says ‘it is increasingly challenging to run’ a small business in the industry
IFA firm completes four acquisitions
Deals add 600 clients and £350m in assets under management to the group
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Bank names CEO, while UK lifeboat scheme COO steps down
UK financial planner takes over IFA firm
It has more than 10 deals in the pipeline which will be completed in ‘the next few months’
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Life company names Singapore CEO, as wealth group hires acquisitions director