Perspective adds £190m in AUM with double acquisition

The deal is for the clients of Simon McGechie and Paul Adams, both former Fairstone Financial Management colleagues, and Park Lane Independent Financial Advisers based in Colchester. Combined, McGechie and Adams bring 265 households as clients and £55m assets under management (AUM) to Perspective. Meanwhile, Park Lane Independent Financial Advisers bring 300 households as clients and £135m AUM. Perspective made 22 acquisitions in 2023 and has now completed a total of 78 acquisitions in its 16 years of operating. It has 38 office locations across the UK with 140 financial planners a...