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Perspective announces four further acquisitions

Perspective Financial Group has completed four further acquisitions, meaning it made 12 acquisitions in the first half of 2023, matching the number made in the whole of 2022.

United kingdomNorth yorkshireNorman foleyIan wilkinsonRoss mcfadzeanJohn jacksonTrevor herbertDavid brighamStephen cliftonAiredale personal financial solutions ltdGranite coast ltd in cambridgeBrighter financial services ltd in halifaxPerspective academyGranite coast ltdBrighter financial services ltdPerspective financial group

Perspective inks further four acquisitions and hits carbon neutrality

Perspective Financial Group has today (21 June) announced a further four advice firm acquisitions, bringing its financial planner headcount to 110.

United kingdomNorth yorkshireIan wilkinsonBrighter financial services in halifaxAiredale personal financial solutions in holmer greenBrighter financial servicesAiredale personal financial solutionsHolmer greenCambridge based granite coastBrigham wealthCarbon neutralSuccession planningBrighter financial servicesGranite coastBrigham wealth managementDan wilkinson

The Morning Briefing: GBST creates new role and more deals for Perspective

Good morning and welcome to your Morning Briefing for Wednesday 21 June, 2023. To get this in your inbox every morning click here. GBST creates cloud infrastructure role Global WealthTech company GBST has appointed Ross Hamilton to the newly created role of head of cloud infrastructure for retail wealth. Hamilton,

United kingdomNorth yorkshireDaniele antonucciDavid montgomeryOffice for national statisticsSaas softwareBrigham wealth managementPerspective financial groupBrighter financial services ltd in halifaxGranite coast ltd in cambridgeQuintet private bankMorning briefingAcross hamiltonFinancial groupBrighter financial services ltdAiredale personal financial solutions ltd

IFA group makes four acquisitions | International Adviser

UK-based advice business Perspective Financial Group has completed four acquisitions

United kingdomIan wilkinsonAiredale personal financial solutions in buckinghamshireBrighter financial services ltd in halifaxPerspective financial groupP bennett associatesUnited kingdom basedBrighter financial services ltdAiredale personal financial solutionsGranite coastBrigham wealth managementLeicester basedp bennettManchester based oak financial managementBelfast based marlborough

Money Marketing Weekly Wrap-Up – 08 May to 12 May

Catch up on Money Marketing's most popular stories this week. The FCA warns firms of Consumer Duty deadline and insights from Money Marketing Interactive Leeds. Read more below: FCA warns firms of Consumer Duty deadline The Financial Conduct Authority has issued a warning to firms not to overlook the approaching

United kingdomCity ofNorthern irelandTony wickendenJames marshallRory albonPeter loughridgeLarry caoP bennett associatesFinancial conduct authorityPerspective financial groupGallium fund solutionsWealth advice ltdMoney marketingConsumer dutyMoney marketing interactive

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