Perspective Financial Group Ltd (Perspective), the national financial planning and wealth management firm, today announces it has completed the acquisition of Avon Financial Advisors Ltd (Avon) based in Chippenham, Wiltshire.
This deal adds 240 clients and £42 million AUM to the Group and comes just weeks after Perspective announced it had already completed six acquisitions in the first half of 2021. Avon, founded by Stephen Cook in 2011, based in Chippenham will become part of Perspective’s long established and fast-growing office in Marlborough. A year ago, Bradford on Avon-based Jones Hill was also successfully integrated into the Group’s Marlborough office.
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