A total 107 deals were confirmed in 2023 down from 132 in 2022
Getting clients ‘match ready’ before going to the marketplace
Deal signed for Goodman Chartered Financial Planners in Tunbridge Wells
Despite this, new FCA data shows the number of IFAs ‘held steady’
Firm has offices in Peterborough and Bishop’s Stortford
Perspective has signed eight acquisition deals in 2023
Sacre Associates is a whole of market advice firm in Chelmsford
Deal adds £450m in FUM and 2,000 clients
Explore all the options when picking an exit strategy
The firm completed eight acquisitions last year