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Perspective adds £205m in assets with twentieth acquisition of 2023
Perspective Financial Group has acquired its twentieth advice firm this year.
United-kingdom
Rotherham
Essex
Chelmsford
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Ian-wilkinson
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Primera-wealth-management
Wealth-management
Accord-financial-management
Perspective-financial-group
October 2023: Month in review with senior reporter Isabel Baxter
From St James’s Place (SJP) fee overhauls to more Financial Conduct Authority (FCA) bans, to new technology integrations, it has continued to be busy as the advice industry heads into Q4…
Harrogate
North-yorkshire
United-kingdom
London
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Bristol
British
Campbell-harrison
Simon-hughes
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Gretchen-betts
Financial-services-compensation-scheme
Perspective snaps up another two advice firms adding £390m in AUM
Perspective Financial Group has completed two more acquisitions, meaning it has made four acquisitions in October and a total 19 this year.
United-kingdom
Rotherham
Halesowen
Dudley
Campbell-harrison
Ian-wilkinson
Richard-garner
Paul-roper
Stephen-dilks
Richard-pink
Accord-financial-management
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