Perspective completes three advice firm acquisitions adding £650m of assets
- Simon Bourke
- Dec 17, 2025
- 3 min read
17th December 2025
Deal summary
Chapters Capital is pleased to have advised on Chiltern Consultancy’s sale to Perspective, as part of a three-firm acquisition completed by the national financial planning and wealth management group. Chiltern Consultancy brought approximately £450 million of assets under management to the transaction.
Alongside Chiltern Consultancy, Perspective has also acquired BLM Partnership Limited and Lloyd O’Sullivan Financial Services Limited. Together, the three firms add £650m in assets under management, 1,800 client households and 36 employees, with offices retained in Oulton, Stokenchurch and East Molesey.
Perspective said the acquisitions strengthen its national presence and reflect its continued focus on firms with strong local relationships, a client-focused culture and teams it can retain through completion.
About Perspective Financial Group
Perspective Financial Group is a Lancashire-headquartered national financial planning and wealth management group, founded in 2008 and backed by US private equity firm Charlesbank Capital Partners since early 2024, when Charlesbank succeeded previous investor CBPE Capital. Perspective acquires owner-managed IFA and financial planning practices across the UK, serving individuals, families, corporates and trustees. The group has completed well over 120 acquisitions since its founding, with an in-house M&A team now numbering around 50 people.
About Chiltern Consultancy, BLM Partnership, and Lloyd O’Sullivan Financial Services
Chiltern Consultancy Limited, based in Stokenchurch, manages approximately £450 million in assets under management. Director Mike Foster said:
"I am delighted to have joined Perspective Financial Group, having undertaken extensive research into the UK's active acquirers and identifying a strong alignment in values and client-first practices. I believe the acquisition of Chiltern Consultancy will ensure the continued delivery of high-quality advice and related services to our clients, while also creating significant opportunities for career development and progression for our team."
BLM Partnership Limited is a multi-shareholder advice practice based in Oulton with a long-established client base. BLM director Chris Malkin noted that protecting continuity for clients and staff was the firm's primary concern when selecting a buyer, and that Perspective was chosen from a shortlist of approaches on the basis of shared values.
Lloyd O'Sullivan Financial Services Limited, based in East Molesey, was founded in 1993 by Tony Lloyd and Michael O'Sullivan. Michael O’Sullivan said the sale followed a decision to step back after more than three decades in the profession, with continuity for clients and staff remaining the priority throughout.
Why is Perspective acquiring these firms?
Perspective's acquisition programme reflects a deliberate strategy to build a national independent financial planning network through bolt-on transactions, supported by private equity capital. The group's stated ambition is to expand to over 100 offices and at least 1,500 staff, positioning itself as one of the largest whole-of-market IFAs in the UK. Each of the three acquisitions follows the same template: firms with strong client relationships, stable recurring revenue and owners at a natural transition point, acquired with local office retention and staff continuity as conditions of the deal.
What Happens Next?
Perspective has confirmed that its integration teams are already working with all three newly acquired firms to manage the transition for clients and staff. The group's established approach is to retain local office identities during integration, consistent with its handling of previous acquisitions.
Perspective’s other recent acquisitions
Lifestyle Financial Services, Sirius Money Management, Mat White Financial Services, Sapient Wealth Management and Bayham Wealth LLP – August 2025
Perspective completed a further five acquisitions in August, adding approximately £310 million in assets under advice, 825 client households and one new office in Crewe, bringing the group's cumulative acquisition total to 121.
Nine firms – April 2025
Earlier in the year, Perspective completed a further nine acquisitions, adding £900 million of assets under advice, 2,100 client households and four new offices in Stockbridge, Uckfield, Grimsby and Waltham. Perspective said this took the group’s total number of acquisitions to 116.
Considering your next chapter?
At Chapters Capital, we specialise in financial planning and wealth management M&A.
Whether you are considering a sale, merger, or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.
To stay updated with all the relevant news in one place, sign up for our fortnightly newsletter, The Foreword.
