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28 July 2021
Perspective
28 July 2021
Perspective Raises Growth Trajectory With Acquisitions & Senior Hires
Perspective Financial Group Ltd (Perspective), the national financial planning and wealth management firm, today announces it has completed the acquisition of four IFA firms in Warrington, Sevenoaks, Burford and Bury, and also made two senior hires which further bolsters its management team. You can read the full article here:
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Perspective completes its 100th acquisition
Collectively, these acquisitions add £1 billion of Assets under Advice, 2,500 households as clients, six additional office locations and 48 members of staff.
Perspective’s growth continues at pace
The first acquisition is of Whittington Goddard Associates Ltd in Dore, near Sheffield. The firm was founded in 2003. This office will now be known as Perspective (Whittington Goddard).
Perspective completes a further nine acquisitions
Perspective is more than three times the size it was five years ago and expects to double in size again within the next two years.
Perspective Gains New Investment from Charlesbank Capital
Perspective Financial Group Ltd is delighted to welcome a new lead private equity investor, Charlesbank Capital Partners. Find out more.