Perspective Financial Group (Perspective) has completed five further advice firm acquisitions.
The consolidator's latest deals include Carlton Smith Private Wealth, Novus Wealth Management, Annandale Financial Services, Plumb Financial Services and Shand Associates. Together, the acquisitions bring about £600m of assets under advice, seven advisers, 22 employees and three new offices. This takes Perspective's total acquisitions completed in 2026 to 19. Stowmarket-based Carlton Smith Private Wealth has been providing financial planning services for more than 25 years and boosts the group's presence in Suffolk. Novus Wealth Management becomes Perspective's new Wynyard office, ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
