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Perspective makes three further acquisitions adding £250m in AUM

Published: September 4, 2023

Perspective Financial Group has completed three more acquisitions, bringing its financial planner headcount to 120.

Source: professionaladviser.com

Related Topics:

United KingdomJohn BurchettIan WilkinsonKim AlexandraAdam JerreatBrighter Financial ServicesAiredale Personal Financial SolutionsGranite CoastBrigham Wealth ManagementPerspective Financial Group

Perspective inks further four acquisitions and hits carbon neutrality

Published: June 21, 2023

Perspective Financial Group has today (21 June) announced a further four advice firm acquisitions, bringing its financial planner headcount to 110.

Source: professionaladviser.com

Related Topics:

United KingdomNorth YorkshireIan WilkinsonBrighter Financial Services In HalifaxAiredale Personal Financial Solutions In Holmer GreenBrighter Financial ServicesAiredale Personal Financial SolutionsHolmer GreenCambridge Based Granite CoastBrigham WealthCarbon NeutralSuccession PlanningBrighter Financial ServicesGranite CoastBrigham Wealth ManagementDan WilkinsonPerspective Financial Group