Perspective Financial Group Ltd, the national financial planning and wealth management firm, has announced it has completed the acquisition of St Lawrence Investment & Pension Solutions Ltd in Canterbury, Kent. The deal marks its eighth acquisition of 2021, following four acquisitions in July.
The fast-growing Group has also made two more senior appointments: Paul Everett joins in the newly created role of Operations Manager; Andrew Luczynski joins the Training and Competence function as Manager.
The acquisition of St Lawrence in Canterbury adds 175 households as clients and around £55 million AUM to the Group, coming just weeks after Perspective announced it had already completed seven acquisitions to date in 2021. St Lawrence, founded by David Earl in 2002, opens up a new location for Perspective in this part of the country where it already has long established offices in Eastbourne, Maidstone and London.
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