Perspective acquires four advice businesses adding £240m in AUM

Perspective has signed eight acquisition deals in 2023

Jenna Brown
clock • 3 min read

Perspective Financial Group (Perspective) has sealed four more acquisition deals bringing its total for the year to eight and adding a total of £240m in assets under management (AUM).

The group bought Tees Valley Asset Management, P Bennett & Associates, Oak Financial Management (MCR) and Marlborough Place, it confirmed. It said the acquisitions created a new office location for the group in Belfast - its first in Northern Ireland and brought its total to 27 offices. It added the deals meant it had signed eight acquisitions in 2023 and a total of 63 since it was formed 16 years ago. Perspective also announced it had exchanged contacts on another seven deals all due to complete in the coming months. It added that each acquisition met Perspective's criteria and...

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

Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

Fintel simplifies model into two divisions as it stresses cultural fit in acquisitions

The group moves from three divisions to two

Sahar Nazir
clock 16 September 2025 • 2 min read
PA Awards 2026: Get your entries in by Friday!

PA Awards 2026: Get your entries in by Friday!

Celebrating the best in financial planning and advice

Professional Adviser
clock 16 September 2025 • 1 min read
Professional Adviser TV: Breaking down barriers for career movers and young talent

Professional Adviser TV: Breaking down barriers for career movers and young talent

‘Where do they go if there’s no opportunity for them’

Professional Adviser
clock 12 September 2025 • 1 min read