Perspective buys Cambs-based firm in 51st acquisition

 6th purchase in 2022

clock • 3 min read
Ian Wilkinson, CEO of Perspective, said: "We continue to seek more good acquisition opportunities and have a very full pipeline for 2022 and into 2023. I am delighted to welcome both Russell and Jane to Perspective."
Image:

Ian Wilkinson, CEO of Perspective, said: "We continue to seek more good acquisition opportunities and have a very full pipeline for 2022 and into 2023. I am delighted to welcome both Russell and Jane to Perspective."

National advisory firm Perspective Financial has acquired Ramsey Financial, based in Cambridgeshire, which has £50m AUM and 330 clients.

With its 51st acquisition since the group was founded in 2008, Perspective said it would continue to combine the benefits of a local firm with the strength and resources of a national firm. The deal completed...

To continue reading this article...

Join Professional Adviser

 

  • 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 Your Business

Nick Eatock: "Making best use of technology can help drive process efficiencies and improve the client’s engagement with their financial plan."

Nick Eatock: Using tech to drive efficiency and boost client engagement

Increasing customer engagement

Nick Eatock
clock 27 May 2022 • 4 min read
Getting talented people into advice businesses 'the biggest challenge'

Getting talented people into advice businesses 'the biggest challenge'

Watch eight-minute interview

Professional Adviser
clock 27 May 2022 • 1 min read
Scottish advice firm named in default by FSCS

Scottish advice firm named in default by FSCS

6 pension transfer claims

clock 27 May 2022 • 2 min read