Perspective Financial Group

IFA M&A activity surges in April as mid-market consolidators diversify strategies

Your profession

IFA M&A activity surges in April as mid-market consolidators diversify strategies

Heligan Group report highlights growing role of mid-market consolidators

clock 19 May 2025 • 2 min read
Perspective swoops for two further businesses

Your Business

Perspective swoops for two further businesses

Total acquisition count this year hits 11

clock 02 September 2024 • 2 min read
Perspective completes nine acquisitions in year so far

Companies

Perspective completes nine acquisitions in year so far

Expects to ‘double in size’ within next two years

clock 06 August 2024 • 2 min read
US private equity firm becomes Perspective's main backer

Your profession

US private equity firm becomes Perspective's main backer

Charlesbank Capital Partners succeeds CBPE as expansion continues

clock 07 February 2024 • 3 min read
Perspective adds £190m in AUM with double acquisition

Companies

Perspective adds £190m in AUM with double acquisition

The consolidator now manages £8bn in client assets and has 140 planners

clock 05 January 2024 • 2 min read
Perspective adds £205m in assets with twentieth acquisition of 2023

Companies

Perspective adds £205m in assets with twentieth acquisition of 2023

The group has snapped up Primera Wealth Management

clock 23 November 2023 • 2 min read
Perspective snaps up another two advice firms adding £390m in AUM

Companies

Perspective snaps up another two advice firms adding £390m in AUM

The group now has £7bn assets under management

clock 23 October 2023 • 2 min read
Perspective continues acquisition streak with two more buys

Companies

Perspective continues acquisition streak with two more buys

Latest deals add £220m in AUM and two new offices

clock 03 October 2023 • 1 min read
Perspective makes three further acquisitions adding £250m in AUM

Your profession

Perspective makes three further acquisitions adding £250m in AUM

The firm is to complete seven more deals in the coming months

clock 04 September 2023 • 1 min read
Perspective inks further four acquisitions and hits carbon neutrality

Your profession

Perspective inks further four acquisitions and hits carbon neutrality

Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire

clock 21 June 2023 • 1 min read