Perspective Acquires Informed Financial Advice

Perspective Financial Group, a leading UK-based wealth management firm, has announced the acquisition of Informed Financial Advice, an East Sussex-based Independent Financial Adviser (IFA) firm.

This marks Perspective's eleventh deal of the year, following the acquisition of Goldwyns Wealth Management in November 2022.

Founded in 2006, Informed Financial Advice has a strong client base of 480 households and manages assets worth £100 million. The acquisition further strengthens Perspective's presence on the South Coast, complementing its existing offices in Eastbourne, Canterbury, and Maidstone.

Darryl Tribbeck, Founder and Director of Informed Financial Advice, explained the decision to merge: "Due to personal circumstances, I sought a larger partner that could provide continuity for our clients and staff, while also alleviating the increasing regulatory burden. Perspective Financial Group stood out for its client-centric approach, strong values, and commitment to maintaining our St Leonards office and team."

Darryl emphasised the importance of finding a partner that aligned with Informed Financial Advice's values and commitment to exceptional client service. Perspective's ability to offer a seamless transition for clients and staff, while providing access to a wider range of services and expertise, was a key factor in the decision.

Ian Wilkinson, CEO of Perspective, added, “We are delighted that Darryl Tribbeck chose to join us and welcome his team of financial planners and administrators to the group.

“2022 has been an outstanding year for us, completing 11 acquisitions, almost one every month. In total, we have added 6 new offices, nearly 2,500 households as clients and £700m AUM. “Looking ahead to 2023, we have our biggest ever pipeline of acquisitions both large and small and relish the opportunity to grow further at scale and pace.”