Perspective completes five acquisitions bringing total to 121

Adding £310m in assets under advice

Sahar Nazir
clock • 2 min read

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. ...

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

Not just a people problem: Why adviser and paraplanner friction is a structural issue

Not just a people problem: Why adviser and paraplanner friction is a structural issue

‘Friction between advisers and paraplanners rarely appears out of the blue’

Duncan Lancashire
clock 02 July 2026 • 4 min read
FSCS pays out more than £125m for unsuitable advice

FSCS pays out more than £125m for unsuitable advice

Unsuitable investment, pension and SIPP advice drive 2025/26 compensation costs

Isabel Baxter
clock 02 July 2026 • 2 min read
Feel Good Friday: Free paraplanning mentoring initiative expands

Feel Good Friday: Free paraplanning mentoring initiative expands

The Paraplanner Club partners with Fundment

Professional Adviser
clock 02 July 2026 • 1 min read