16th October 2024
Perspective Financial Group Ltd has recently made four new acquisitions, bringing its total to 15 for the year and 93 since its founding 16 years ago. These latest deals add approximately £350m in assets under advice, 940 households as clients, and two new offices in Ipswich and Amersham, increasing the total number of offices to 41. Additionally, twenty new staff members will join the Group as a result.
The acquisitions include Clayden Financial Planning Ltd in Ipswich, which has been rebranded as Perspective (Clayden Financial). As he approached retirement, Founder Leigh Clayden stressed the importance of finding a firm that shared his values of professionalism and client-first service. "Perspective gave me the confidence that they would meet all my criteria and provide the best place for the long-term future needs of my staff and clients," he said.
Other acquisitions include PW White & Partners in Amersham, Constellation Financial Solutions Ltd in Darlington, and a client book from an adviser based in Perspective’s Newcastle office.
Ian Wilkinson, CEO of Perspective, commented, “These acquisitions showcase the flexible deal structures we offer vendors, tailored to their specific needs and timelines.” He also welcomed the new colleagues and offices joining the growing group.
This series of acquisitions highlights the ongoing consolidation in the financial advice sector. Firms like Perspective Financial Group are employing targeted growth strategies to expand their regional presence and service offerings. By adding £350m in assets under advice, establishing new offices, and hiring talent, Perspective demonstrates the importance of scalable solutions and flexible deal structures that meet the needs of both retiring advisers and growth-oriented firms.
Chapters Capital specialises in financial planning and wealth management M&A, supporting firms navigating similar transitions or growth opportunities. Whether you are considering a sale, merger, or expansion, please contact one of our professional associates today for a confidential, no-obligation consultation.