Perspective snaps up another two advice firms adding £390m in AUM

The group now has £7bn assets under management

Isabel Baxter
clock • 2 min read

Perspective Financial Group has completed two more acquisitions, meaning it has made four acquisitions in October and a total 19 this year.

The deals are for Accord Financial Management in Worthing and RPG Financial in Rotherham, adding £390m in assets under management and two new local offices for Perspective. Perspective said it has also exchanged contracts on seven more deals to complete in the coming months. Perspective chief executive Ian Wilkinson said: "2023 has been a year of strong and significant progress for us as we continue to deliver our highly selective acquisition strategy, completing a record number of acquisitions. We are over a third bigger than we were a year ago. It is pleasing that the firms we acqui...

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

Join

 

Already a Professional Adviser member?

Login

More on Companies

Westerby Group snaps up pension provider and IFA Redswan

Westerby Group snaps up pension provider and IFA Redswan

SIPP and SASS trust companies also acquired

Isabel Baxter
clock 11 April 2025 • 2 min read
Newcastle Financial Advisers acquires retiring couple's planning firm

Newcastle Financial Advisers acquires retiring couple's planning firm

Advice firm has snapped up County Durham-based Orchard Financial Management

Isabel Baxter
clock 10 April 2025 • 2 min read
Consolidation of consolidators to ramp up amid 'new phase'

Consolidation of consolidators to ramp up amid 'new phase'

Mattioli Woods and Kingswood main one to watch

Isabel Baxter
clock 10 April 2025 • 3 min read