Perspective adds £190m AUM with two acquisitions
- Friday, 05 January 2024
- Articles
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.
Read more...Perspective adds £220m AUM with double acquisition
- Tuesday, 03 October 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.
Read more...Financial Planner firm ties up 33rd acquisition
- Wednesday, 20 February 2019
- Articles
National Financial Planning and wealth management group Perspective Financial has today announced the acquisition of North West-based IFA practice, Investment Principles Ltd.
Read more...Perspective Financial director quits and takes up FCA role
- Tuesday, 14 January 2014
- Articles
A senior manager who quit Perspective Financial this week has landed a role at the FCA.
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