Perspective Financial Group (Perspective) bought six financial planning firms in Q1 2026, the business has confirmed.
The six additions included Clearwater Wealth Management, Cockburn Lucas Independent Financial Consulting, Crown Wealth Management, Devonshire Wealth Management, Freedom Advice and Mackrill Financial Management. Collectively, the deals added £825m in assets under management (AUM), 12 financial planners, and new offices in Central London, Nottingham, Ripponden and Shrewsbury. The new locations are expected to "further enable our future growth plans and provide opportunities for the advisers and staff in these offices", said Perspective CEO Ian Wilkinson. "We have started 2026 well fr...
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