Fast-growing national Financial Planning firm Perspective Financial Group has notched up nine acquisitions so far this year, including the acquisition of four client books from its self-employed advisers.

Financial Planning firm Perspective has appointed Sam Ward as head of mergers and acquisitions.

Fast growing national Financial Planning firm Perspective Financial Group has a new lead private equity investor, Charlesbank Capital Partners.

Fast-growing wealth manager and Financial Planner Perspective Financial Group completed two more acquisitions shortly before the Christmas break, adding £190m AUM to the firm.