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.
Click here to read the full article
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123