Perspective acquires East Sussex-based advice firm

Deal is the 11th acquisition of the year for the national advice firm

Ayesha Venkataraman
clock • 2 min read

Perspective Financial Group has completed its 11th purchase this year with the acquisition of Informed Financial Advice in St Leonards-On-Sea, East Sussex.

Perspective has made one acquisition almost every month this year, adding six new offices, nearly 2,500 households as clients and £700 million in assets under management (AUM), according to chief executive Ian Wilkinson. Informed Financial Advice was founded in 2006 and has 480 households as clients and £100 million assets under management. This acquisition gives Perspective a further local office on the South Coast close to existing ones in Eastbourne, Canterbury and Maidstone. Informed Financial Advice founder and director Darryl Tribbeck said: "Due to family obligations and health ...

To continue reading this article...

Join Professional Adviser for free

  • 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 profession

Hitting milestones later in life could impact when people seek advice

Hitting milestones later in life could impact when people seek advice

People will likely be seeking financial advice later

Laura Suter
clock 19 April 2024 • 3 min read
Regulatory pressures taking a toll on industry stress levels

Regulatory pressures taking a toll on industry stress levels

'Regulatory pressures are the first thing on my mind’

Sahar Nazir
clock 19 April 2024 • 1 min read
Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read