The two acquired firms are Ad Valorem Wealth Management and Falcon Pensions & Investments.
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Post- acquisition, Ad Valorem Wealth Management will be renamed as Ad Valorem Wealth Management Solutions; while Pensions & Investments will be called Key Pensions & Investments.
Currently, Ad Valorem Wealth Management has three advisers, with funds under management amounting to GBP150 million and having a recurring income of GBP600, 000 per year.
On the other hand, Pensions & Investments has only one advisor, GBP50 million of funds under management and recurring income of GBP220, 000 per year.
While Ad Valorem will be managed by directors Derek Baptist and Ceri Robbins, Chris Wheatley, the founder of Key, will remain as managing director and adviser.
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By GlobalDataCommenting on the firm’s prospects to make further acquisitions, Damian Keeling, managing director of Perspective, said: "We do not expect this to be the end of our acquisitions this year and indeed are in talks with a number of other firms who are looking to join the group."
"However, acquisitions represent only a small part of our overall business model which also focuses on working with our existing group offices and supporting them in their continued delivery of excellent advice, quality service and profitability," he added.
The recent acquisitions will lead to Perspective having more than 230 employees operating out of 23 offices, while bringing its AUM to about GBP2.4 billion.
