Perspective Financial Group has completed nine acquisitions, adding £900 million in assets and enhancing its client base, while establishing new offices across the UK.

Target Information

Perspective Financial Group Ltd (Perspective) is a rapidly expanding financial advisory firm that has successfully completed nine acquisitions in the current year, resulting in a total of 116 acquisitions to date. These recent transactions collectively contribute £900 million in assets under advice, enhance the client base by 2,100 households, and establish four new office locations in Stockbridge (Hampshire), Uckfield (East Sussex), Grimsby, and Waltham (both in Lincolnshire).

The nine acquired firms include Square One Wealth Management, Barrie Hough Financial Services, Select Financial Solutions, Friendly Wealth Management, Clarendon Financial Planning, Clarendon FP LLP, Chapter Wealth Management, Paul Horton Financial Solutions, and Inspirational Financial Planning.

Industry Overview in the UK

The financial advisory industry in the UK has been experiencing steady growth, largely driven by increasing demand for personalized financial planning and wealth management services. As households strive for greater financial s