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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 Advisers 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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Registered in England and Wales No 7174102. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

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 9 123
www.financial-ombudsman.org.uk

Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

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