National advisory firm Perspective Financial has acquired Ramsey Financial, based in Cambridgeshire, which has £50m AUM and 330 clients.
With its 51st acquisition since the group was founded in 2008, Perspective said it would continue to combine the benefits of a local firm with the strength and resources of a national firm. The deal completed on 19 April. Based in Ramsey, near Huntingdon in Cambridgeshire, the firm was founded by husband and wife team, Russell Palmer, a Chartered financial planner, and his wife Jane in 2007. Both will remain with the business. With its 22nd new office, Perspective expands its coverage of the Cambridgeshire and East Anglia areas. The firm already has offices in Corby and Braintree. ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes