Perspective signs four deals to hit 50th acquisition

Adds £335m AUM

Ayesha Venkataraman
clock • 2 min read

Perspective Financial has made four acquisitions bringing the national financial planning firm's total to 50 with total assets under management standing at £4.2bn.

The latest deals have been struck with Rickmansworth-based Searchlight Investments, Hertford-based Stafford Wealth Management, Oxford-based TCS Life and Pensions/The MGroup Financial Services and Maidstone-based IFA Andrew Whitehouse. Last month, the group acquired Alcester-based Beanland Financial Services, following its eight acquisitions of IFA firms last year. In early 2021, it acquired a firm in Corby and one in Darlington, followed by four IFA firms based in Warrington, Sevenoaks, Burford and Bury, in July. The next month saw the group acquire another IFA in Wiltshire, and finally,...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advice firms need to adopt 'operational excellence'

Advice firms need to adopt 'operational excellence'

‘Operations roles are critical to driving business success’

Isabel Baxter
clock 16 May 2024 • 2 min read
'Finfluencers' face FCA legal action over trading scheme

'Finfluencers' face FCA legal action over trading scheme

FCA targets social media scam, nine people face legal action

Sahar Nazir
clock 16 May 2024 • 1 min read
Advisers must tackle client behavioural bias for good outcomes

Advisers must tackle client behavioural bias for good outcomes

Mitigating behavioural biases builds trust with clients

Jenna Brown
clock 16 May 2024 • 1 min read