Perspective acquires Alcester-based IFA in latest deal

Adds £160m AUM

clock • 2 min read
Ian Wilkinson, CEO, Perspective Financial Group
Image:

Ian Wilkinson, CEO, Perspective Financial Group

Perspective Financial has acquired Alcester-based Beanland Financial Services (Beanland), adding about £160m of assets under management (AUM).

The acquisition, Perspective's 46th since 2008, adds 560 households as clients and 19 additional offices across the UK to its network. Following this deal, the national financial planning firm now ...

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