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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…

North yorkshireUnited kingdomCity ofCampbell harrisonSimon hughesJamie littleGretchen bettsFinancial services compensation schemeBritish steelPerspective financialStrategic financial portfoliosAccord financial managementProfessional adviserMagenta financial planningLiberate wealthEbor financial

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 kingdomCampbell harrisonIan wilkinsonRichard garnerPaul roperStephen dilksRichard pinkAccord financial managementFinancial managementJason bantStrategic financial portfoliosPerspective financial group

Perspective adds £220mn in AUM with two acquisitions

Perspective adds £220mn in AUM with two acquisitions
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United kingdomCampbell harrisonAlex campbellIan wilkinsonMohammed bostanRobert anglinPortfolios ltdPerspective financial groupCampbell harrison ltdSheffield based campbell harrison ltdHalesowen based strategic financialStrategic financial portfolios

Perspective makes double acquisition bringing 2023 count to 17

Perspective Financial Group has completed two further acquisitions, bringing its total acquisition count in 2023 to 17.

United kingdomRobert anglinAlex campbellIan wilkinsonMohammed bostanCampbell harrisonStrategic financial portfolios ltd in halesowenPerspective financial groupCampbell harrison ltd in sheffieldCampbell harrison ltdStrategic financial portfolios ltdStrategic financial portfoliosConsumer duty

Perspective continues acquisition streak with two more buys

Perspective Financial Group has completed two more acquisitions, meaning it has made 17 acquisitions so far this year.

United kingdomRobert anglinMohammed bostanCampbell harrisonIan wilkinsonAlex campbellStrategic financial portfoliosFinancial portfoliosPerspective financial group

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