Perspective Financial Acquires Applewood Wealth

November 12, 2010

Perspective Financial Group announced on November 9, 2010 the acquisition of Applewood Wealth Management.

On November 9, 2010, Perspective Financial Group Ltd. announced its acquisition of Chester and Oswestry, UK-based Applewood Wealth Management.  Applewood provides wealth management services to over 650 clients with funds under management of £90 million.

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Investment Manager M&A, Transactions