Perspective Financial Group has secured a new lead private equity investment from Charlesbank Capital Partners to enhance growth and expansion while maintaining its client-focused services.

Information on the Target

Perspective Financial Group Ltd (‘Perspective’ or the ‘Group’) is a prominent independent financial adviser (IFA) firm based in the UK, founded in 2008. With £8.0 billion in Assets Under Advice, the Group excels in delivering comprehensive financial planning and investment management services through its Cambridge affiliate. The management team, including CEO Ian Wilkinson, CFO David Hesketh, and CRO Julie Hepworth, boasts decades of expertise in wealth management and is supported by approximately 500 employees, 140 of whom are financial advisers operating from 40 offices across the United Kingdom.

Since its inception, Perspective has successfully completed over 80 acquisitions, with more than 45 of those occurring since the investment from CBPE Capital LLP in 2019. This rapid growth and integration of new firms have allowed the Group to maintain high standards of advice and compliance while optimizing the benefits from significant investments in central support functions and technology.

Industry Overview in the UK

The UK financial advisory industry has undergone significant changes in recent years, characterized by increasing regulatory pressures and a shift towards fee-based income models. Firms are now required to adhere to stringent standards of advice and com