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

FOS upholds complaint against Quilter AR over unsuitable ISA advice

FOS upholds complaint against Quilter AR over unsuitable ISA advice

Promised client that investments would repay mortgage by 2025

Isabel Baxter
clock 18 February 2025 • 3 min read
Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Fidelius unveils rebrand and expansion plans following Sӧderberg & Partners backing

Plans to double AUM by 2029

Isabel Baxter
clock 17 February 2025 • 2 min read
Wealth management firm Nova Wealth gains B Corp status

Wealth management firm Nova Wealth gains B Corp status

Recognises that ‘talent comes from all backgrounds’

Isabel Baxter
clock 13 February 2025 • 2 min read