Perspective Boosts Portfolio with Nine New Acquisitions
Deal News | Apr 16, 2025 | B Daily
Perspective Financial Group, a leading financial advisory and wealth management firm, has announced the completion of nine new acquisitions, adding a substantial £900 million in assets under advice. This expansion brings Perspective's total acquisitions to 116 since 2008. The latest acquisitions have introduced 2,100 new client households and added four office locations in Stockbridge, Uckfield, Grimsby, and Waltham. The acquired firms include Square One Wealth Management, Barrie Hough Financial Services, and several others. Perspective's CEO, Ian Wilkinson, expressed optimism about the company's continued growth strategy and M&A momentum in 2025. Sir Frederick Hervey-Bathurst of Clarendon Financial Planning, one of the acquired companies, praised Perspective for maintaining Clarendon's values while alleviating the regulatory burdens faced by smaller firms.
Sectors
- Financial Advisory and Wealth Management
- Mergers and Acquisitions
Geography
- United Kingdom – The article mentions the expansion of office locations in various UK cities including Stockbridge, Uckfield, Grimsby, and Waltham, indicating that the activities are based in the UK.
Industry
- Financial Advisory and Wealth Management – The article centers around Perspective Financial Group, which operates within the financial advisory and wealth management sector. This is evident from the acquisition of firms providing financial services and wealth management.
- Mergers and Acquisitions – The article discusses the acquisition strategy of Perspective Financial Group, highlighting its M&A activities and expansion through acquisitions.
Financials
- 900 million – Assets under advice added by the new acquisitions.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Perspective Financial Group | Bidding Company | Company | A financial advisory and wealth management firm conducting the acquisitions. |
| Square One Wealth Management | Target Company | Company | One of the companies acquired by Perspective Financial Group. |
| Barrie Hough Financial Services | Target Company | Company | One of the companies acquired by Perspective Financial Group. |
| Select Financial Solutions | Target Company | Company | One of the companies acquired by Perspective Financial Group. |
| Friendly Wealth Management | Target Company | Company | One of the companies acquired by Perspective Financial Group. |
| Clarendon Financial Planning | Target Company | Company | Firm acquired by Perspective, noted for its longstanding professionalism and integrity. Now known as Perspective (Clarendon). |
| Chapter Wealth Management | Target Company | Company | One of the companies acquired by Perspective Financial Group. |
| Paul Horton Financial Solutions | Target Company | Company | One of the companies acquired by Perspective Financial Group. |
| Inspirational Financial Planning | Target Company | Company | One of the companies acquired by Perspective Financial Group. |
| Ian Wilkinson | CEO | Person | Chief Executive Officer of Perspective Financial Group, overseeing the acquisition strategy. |
| Sir Frederick Hervey-Bathurst | Director | Person | Director of Clarendon Financial Planning, discusses the acquisition by Perspective. |