Perspective secures four IFA acquisitions

Adds £350m AUM

Sophie King
clock • 2 min read

Perspective Financial Group has completed the acquisition of four IFA firms based in various locations throughout England.

Warrington-based Prolific Financial Services (pictured), Sevenoaks-based Evolve Financial Management, Bowman Financial Planning, located in Oxfordshire, and Lancashire's Quantum Portfolio Management have all been purchased by the firm. Collectively, the four deals add 600 clients and £350m of assets under management (AUM) to the firm, giving Perspective a total of 23,000 clients and £3.6m AUM. Quantum will join Perspective's office in Woodstock while all six Prolific staff and directors will work at a new office in Warrington, increasing its network of offices to 19. In January, Pe...

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