Perspective Financial Group has acquired Equilibrium Wealth Management, bringing its total number of acquisitions to 19.
With seven registered individuals and a total of 16 staff members, the Marlborough-based IFA specialises in the provision of wealth management advice to both individual clients and companies covering retirement planning, investment and tax planning, as well as employee benefits. Established in May 1995, it has an annual turnover of £1.7m, funds under management of approximately £160m and £444,000 of recurring income. This brings Perspective's total annualised turnover to nearly £17m, with funds under advisory and management now totalling over £1.3bn and recurring income at £8.5bn. ...
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