Perspective Financial Group has completed a further five acquisitions, bringing its total number of acquisitions to 121.
These latest transactions add about £310m in assets under advice (AUA), 825 households as clients, and one new office located in Crewe, Cheshire. The five firms acquired are: Lifestyle Financial Services, Sirius Money Management, Mat White Financial Services, Sapient Wealth Management and Bayham Wealth. Perspective CEO Ian Wilkinson said: "We're pleased to announce a further five acquisitions this year and welcome the individuals that are joining Perspective from these firms. Each business shares our commitment to delivering exceptional financial planning services and client care. ...
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