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IFA group acquires four advice companies | International Adviser

UK-based advice business Perspective Financial Group has also exchanged contracts on a further seven deals

United kingdomNorthern irelandIan wilkinsonFinancial servicesPerspective financial groupP bennett associatesOur perspective academyUnited kingdom basedTees based valley asset managementOak financial managementCardiff based gould financial planningWhitstable based financial choicesPerspective academyConsumer duty

Perspective buys four further IFA firms

Perspective Financial Group has completed four further acquisitions, with the purchase of Tees Valley Asset Management, P Bennett & Associates, Oak Financial Management (MCR) and Marlborough Place.

Northern irelandUnited kingdomPaul bennettIan wilkinsonDavid snowdenGary blakemorePerspective financial groupP bennett associatesTees valley asset managementOak financial managementValley asset management

UK advice sector set for a wave of consolidation of acquirers

NextWealth says it is 'seeing an almost Pacman-like appetite' for firms

South gloucestershireUnited kingdomHeather hopkinsFairstone groupPerspective financial group

Exclusive: Acquisition of advice firms almost doubled in 2022

Acquisition activity has increased significantly, nearly doubling in number from 54 deals in 2021 to 101 in 2022, a new report by NextWealth has found.

United kingdomSouth gloucestershireHeather hopkinsFairstone groupPerspective financial groupNextwealth consolidatorsAggregators report

Perspective expands footprint with three acquisitions

Perspective Financial Group, has announced the completion of three more firm acquisitions as parts of its growth plans.

United kingdomTim huttonIan wilkinsonKevin bodleFinancial servicesPerspective financial groupGould financial planningFinancial choicesConsumer duty

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