Perspective Financial Group (Perspective) has completed three acquisitions at the end of this year.
The three firms acquired are: BLM Partnership, Chiltern Consultancy and Lloyd O'Sullivan Financial Services. The advice firm trio adds £650m in assets under management, 1,800 households as clients and 36 employees. Perspective said all three add to its growing national presence, with offices retained in Oulton, Stokenchurch and East Molesey respectively. "Each firm shares our commitment to exceptional financial planning and client-focused service," said Perspective CEO Ian Wilkinson. "Our expanding support and integration teams continue to work closely with all new acquisitions to ...
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