Perspective snaps up another two advice firms adding £390m in AUM

The group now has £7bn assets under management

Isabel Baxter
clock • 2 min read

Perspective Financial Group has completed two more acquisitions, meaning it has made four acquisitions in October and a total 19 this year.

The deals are for Accord Financial Management in Worthing and RPG Financial in Rotherham, adding £390m in assets under management and two new local offices for Perspective. Perspective said it has also exchanged contracts on seven more deals to complete in the coming months. Perspective chief executive Ian Wilkinson said: "2023 has been a year of strong and significant progress for us as we continue to deliver our highly selective acquisition strategy, completing a record number of acquisitions. We are over a third bigger than we were a year ago. It is pleasing that the firms we acqui...

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 Companies

The existential threat at the heart of Britain's biggest wealth manager

The existential threat at the heart of Britain's biggest wealth manager

Fees made St James's Place rich but now risk toppling the firm

Chris Newlands
clock 16 May 2024 • 10 min read
Macclesfield IFA declared failed for pension transfer advice

Macclesfield IFA declared failed for pension transfer advice

FSCS has so far had one claim against Chestergate Financial Services

Isabel Baxter
clock 15 May 2024 • 1 min read
Three firms merge to form an advice business lifecycle agency

Three firms merge to form an advice business lifecycle agency

The Exit Partnership, Change Squared and AspireExec form ‘Melo’

Isabel Baxter
clock 15 May 2024 • 2 min read