Perspective Financial Group completed a further five acquisitions in December, bringing the group's total in 2024 to 29.
The consolidator said it had completed a total of 107 acquisitions. The latest five transactions add about £375m in assets under advice, 1,100 households as clients and three new offices in Derbyshire, Lincolnshire and Cheshire. The five acquisitions were: Hallidays Wealth Management in Stockport, Foinaven Asset Management in Ashbourne, Tony Fenton & Sons in Caistor, PW Financial Management in Cheadle and the client book of a longstanding adviser based in Perspective (Home Counties). Tony Fenton & Sons is now part of the group's Lincoln hub office and has been renamed Perspective (Fen...
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