Perspective Financial has made four acquisitions bringing the national financial planning firm's total to 50 with total assets under management standing at £4.2bn.
The latest deals have been struck with Rickmansworth-based Searchlight Investments, Hertford-based Stafford Wealth Management, Oxford-based TCS Life and Pensions/The MGroup Financial Services and Maidstone-based IFA Andrew Whitehouse. Last month, the group acquired Alcester-based Beanland Financial Services, following its eight acquisitions of IFA firms last year. In early 2021, it acquired a firm in Corby and one in Darlington, followed by four IFA firms based in Warrington, Sevenoaks, Burford and Bury, in July. The next month saw the group acquire another IFA in Wiltshire, and finally,...
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