Perspective Financial Group makes 39th acquisition
39th deal since 2008
Ian Wilkinson, CEO, Perspective Financial Group.
Financial planning and wealth management group Perspective Financial Group has acquired Darlington-based Atkinson White Partnership for an undisclosed fee.
The acquisition is the group's thirty-ninth since it was founded in 2008 and will add around £130m of assets and 500 clients. It is also its third acquisition of 2021 so far. Perspective's two founders,...
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Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
