News: Page 3
Perspective acquires St Lawrence in Canterbury in its eighth deal of 2021 and makes two more senior hires
Perspective Acquires Avon in Its Seventh Deal of 2021
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 […]
Perspective acquires Jones Hill in Bradford on Avon
Jones Hill will become part of Perspective’s long-established Marlborough office, though the office in Bradford on Avon will remain. The firm was founded in 1996 in Trowbridge before moving to Bradford on Avon in 2014 where it has established an excellent reputation and strong client base under Brian Hill, its Managing Director. Brian will exit the business whilst Jones Hill’s other staff will transfer to Perspective.
