Perspective notches up 9 acquisitions so far this year
- Tuesday, 06 August 2024
- Articles
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.
Read more...Perspective adds M&A head as it eyes more acquisitions
- Thursday, 21 March 2024
- Articles
Financial Planning firm Perspective has appointed Sam Ward as head of mergers and acquisitions.
Read more...Perspective teams up with new private equity owners
- Wednesday, 07 February 2024
- Articles
Fast growing national Financial Planning firm Perspective Financial Group has a new lead private equity investor, Charlesbank Capital Partners.
Read more...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.
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