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Perspective makes 4 acquisitions
Fast growing Financial Planning group Perspective has completed four new acquisitions, pushing its total number of takeovers to 15 this year and adding £350m in assets under advice.
The deals also add 940 households as clients and two new offices in Ipswich and Amersham, increasing the total number of offices to 41.
It’s expected that 20 staff will also join Chorley-based Perspective.
The group has now made 93 acquisitions in total.
The four acquisitions are:
Clayden Financial Planning in Ipswich which becomes Perspective (Clayden Financial) and adds a new office for the group in the area.
PW White & Partners in Amersham adds a third office for Perspective in Buckinghamshire and Constellation Financial Solutions in Darlington joins the existing Perspective office in the town.
Finally, the client book of a longstanding self-employed adviser based in Perspective’s Newcastle upon Tyne office will be added to Perspective.
Perspective CEO Ian Wilkinson said: “We are pleased to announce the acquisitions of Clayden Financial, PW White, Constellation, and the buy-out of a further client book from one of our advisers.
“These four acquisitions further demonstrate the range of deal structures that Perspective can offer to client-centric vendors, tailored to their individual requirements and timelines. We welcome a number of new colleagues to our expanding group, including new offices in Ipswich and Amersham.”
Leigh Clayden, founder and director of Clayden Financial Planning Ltd said: “After 30 years of providing financial advice, I wanted to make sure that my staff and clients would be looked after when I decided to retire from the financial services industry.
“It was important to me to find an acquirer who had the same professionalism, same culture, ethos and ethics as myself, always putting clients’ interests first. I carried out a thorough search to identify the best long-term partner who shares my personal values and standards of client service and professionalism.”
Perspective has 585 staff, 41 local offices, 155 Financial Planners (one in four qualified to Chartered level or above) and £8 billion of assets under advice.
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