Perspective Financial Group has announced that it completed five acquisitions in December, taking the group’s total in 2024 alone to 29.

These five acquisitions were for Hallidays Wealth Management in Stockport, Foinaven Asset Management in Ashbourne, Tony Fenton & Sons in Caistor, PW Financial Management in Cheadle, and the client book of a longstanding adviser based in Perspective (Home Counties) Ltd.

Perspective has now made a total of 107 acquisitions, and it said the latest five transactions would add approximately £375m of assets under advice, 1,100 households as clients.

The acquisitions also add three new offices in Derbyshire, Lincolnshire and Cheshire to the group.

“We are delighted to have finished 2024 so strongly, and that these high quality, client-centric firms have chosen to become part of Perspective,” Perspective CEO, Ian Wilkinson, said. “We welcome a number of new colleagues to our expanding group, including three new offices to further develop our national footprint.

“We look forward to seeing what 2025 brings for Perspective, and hope that we can continue to capitalise on our strong M&A momentum and pipeline. We are meeting both large and small firms and plan to continue growing at pace with our highly selective acquisition strategy.”

Financial planner from Foinaven, Simon Roberts, added: “After many years of providing a high level of service to our clients, I wanted this to continue indefinitely in a more protected environment for all concerned.

“After careful consideration I was very pleasantly surprised to meet Perspective, who operate in the same way as we do, and I look forward to continuing the journey to serve our clients with the professionalism they deserve.”

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