Perspective buys six more advice firms

Adding £550m in assets

Isabel Baxter
clock • 2 min read

Perspective Financial Group (Perspective) has completed of six additional acquisitions, bringing its total for the year so far to twelve.

The latest firms to join the group are Grosvenor Wealth Management, Graham Investment Management, Professional Financial Centre (Cumbria), Sapphire Wealth Management, Belper Independent Financial Solutions, and Throgmorton (Phil Taylor). Together, these acquisitions contribute approximately £550m in assets under advice, add ten financial planners, and establish three new office locations in Harpenden, Penrith, and Belper. The firm said the milestone underscores a "strong start" to 2026 and reinforces its position as one of the UK's fastest-growing financial advice groups. Perspecti...

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 Companies

Söderberg completes Benchmark takeover

Söderberg completes Benchmark takeover

Received FCA approval

Isabel Baxter
clock 04 November 2026 • 2 min read
FCA warns of Octopus Investments clone firm

FCA warns of Octopus Investments clone firm

Fraudsters using a fake website and email

Isabel Baxter
clock 03 November 2026 • 2 min read
Lync Wealth Management adds £210m in assets with South East acquisitions

Lync Wealth Management adds £210m in assets with South East acquisitions

Acquires Scott Financial and Latham Consultancy

Sophia Panayi
clock 03 November 2026 • 2 min read