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

November 23, 2023

Perspective Financial Group has acquired its twentieth advice firm this year.

United Kingdom Mark Copsey Neil Donnelly Ian Wilkinson Perspective Academy Primera Wealth Management

Source: professionaladviser.com

Perspective announces four further acquisitions

June 21, 2023

Perspective Financial Group has completed four further acquisitions, meaning it made 12 acquisitions in the first half of 2023, matching the number made in the whole of 2022.

United Kingdom North Yorkshire Norman Foley Ian Wilkinson Ross Mcfadzean John Jackson

Source: moneymarketing.co.uk

Perspective announces four further acquisitions and achieves carbon neutral status

June 21, 2023

Perspective has also exchanged contracts on a further seven deals which will all complete in the coming months. Each acquisition meets Perspective’s criteria

United Kingdom North Yorkshire John Jackson David Brigham Stephen Clifton Trevor Herbert

Source: ifamagazine.com