Perspective Financial Group

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

merger and acquisition business concept, join company on puzzle pieces, 3d rendering

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.

Two businessmen successfully signed a contract

Companies | 23 Oct 23

Wealth manager takes acquisition total for the year to 19 with latest deal

As it looks to exchange contracts on a further seven deals

Vector illustration. Team work business concept. Two businessman working on to match puzzle. Pushing to connecting puzzles together.

Industry | 3 Oct 23

UK wealth manager makes double acquisition

Adding £220m in assets under management