Perspective Financial Group Acquires Professional Financial Centre and Belper Independent Financial Solutions
- Simon Bourke
- Apr 29
- 3 min read
29th April 2026
Chapters Capital is pleased to have advised Peter Taylor on the sale of Professional Financial Centre and Kevin Glover on the sale of Belper Independent Financial Solutions to Perspective Financial Group, as part of six acquisitions adding in total approximately £550 million in assets under advice, ten financial planners and new offices in Harpenden, Penrith and Belper to the national financial planning group.
The transactions
Perspective Financial Group has completed the acquisitions of Professional Financial Centre (Cumbria) in Penrith and Belper Independent Financial Solutions in Derbyshire, alongside four further firms: Grosvenor Wealth Management, Graham Investment Management, Sapphire Wealth Management, and Throgmorton (Phil Taylor). Together, the six acquisitions add approximately £550 million in assets under advice, ten financial planners, and three new office locations to Perspective's national footprint, bringing the group's total for 2026 to twelve completed acquisitions.
Chapters Capital advised on the sales of Professional Financial Centre (Cumbria) and Belper Independent Financial Solutions.
About Perspective Financial Group
Perspective Financial Group is a Lancashire-headquartered national financial planning and wealth management group, founded in 2008. Since early 2024, it has been backed by US private equity firm Charlesbank Capital Partners, which succeeded previous investor CBPE Capital. The group acquires owner-managed IFA and financial planning practices across the UK, serving individuals, families, corporates and trustees. Since its founding, it has completed more than 130 acquisitions, supported by an in-house M&A team now numbering around 50 people.
Ian Wilkinson, CEO of Perspective Financial Group, said:
"Each of these firms shares our commitment to delivering outstanding client outcomes, supporting advisers, and building sustainable businesses. Their decision to join or partner with Perspective reinforces the strength of our proposition and the culture we are building together. We remain highly selective and disciplined in our approach to M&A, ensuring that we only partner with firms that share our culture and adhere to our transaction parameters."
About Professional Financial Centre
Peter Taylor trained as an accountant in Penrith before moving into financial services in 1992. He founded Professional Financial Centre in 2004, initially to build a practice where regular client review was at the core and an ethos of ongoing staff development was central to the firm. The firm has been a SIFA member and directly authorised by the FCA since its establishment, working closely with local solicitors and accountants to provide holistic financial planning. The firm's services span financial planning, investment management, retirement planning, and ESG and ethical investment strategies, which it has offered since inception.
About Belper Independent Financial Solutions
Kevin Glover founded Belper IFS in 2009, having spent twenty years building his career in financial services across banking, building societies, and regulated advice roles. The firm, which employs nine people including advisers, paraplanners, and administrators, is based on Chapel Street in Belper town centre and specialises in pensions and investments, alongside mortgage advice, retirement planning, life assurance, inheritance tax mitigation, and wills and probate.
What was Chapters Capital's role
Chapters Capital advised Peter Taylor on the sale of Professional Financial Centre and Kevin Glover on the sale of Belper Independent Financial Solutions, supporting each owner through their respective transactions with Perspective Financial Group.
Our role included helping Peter and Kevin assess buyer fit, understand the commercial terms available to them, manage discussions with Perspective, and move the transactions through to completion. With both firms built around long-standing local client relationships, the focus was on securing an outcome that worked commercially while also providing continuity for clients, staff and the future of each business.
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.
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