Accountancy and professional services group DJH has signed a joint venture with Perspective Financial Group to offer a wealth management service.

Perspective Financial Group has concluded nine more acquisitions in the current year, increasing its total acquisitions to 116. These recent transactions have contributed £900m ($1.14bn) in assets ...

CBPE invested in Perspective in December 2019 Perspective will be the sixth exit from CBPE’s Fund IX CBPE is a private equity investor based in London CBPE Capital will sell Perspective Financial ...

CHORLEY, United Kingdom and BOSTON, Feb. 06, 2024 (GLOBE NEWSWIRE) -- Perspective Financial Group Ltd (‘Perspective’ or the ‘Group’) is delighted to welcome a new lead private equity investor, ...

The deal adds £70 million in assets under management to Perspective Perspective is a firm of financial planners and wealth managers with a network of offices throughout the UK The acquisition sees ...

Nick Aston, managing director of Prosser Knowles, and Dan Stokoe, regional director of Perspective (image credit: Perspective) Perspective Financial Group has completed its largest acquisition to date ...

A national financial planning group has teamed up with a fast-growing accountancy and professional services firm in a new wealth management joint venture. Perspective Financial Group, based in Chorley ...