Financial planning and wealth management group Perspective Financial Group has acquired IFA firm Jones Hill, marking the group's 36th acquisition.
The acquisition of Jones Hill, based in Bradford on Avon, Wiltshire, is Perspective's 36th acquisition since it was founded in 2008 and will add £44m assets under management to the group. Jones Hill will...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
Which firms made the shortlist?
Entered administration in April 2020
Cuts fees across multi-manager range