Fast growing Financial Planning firm Perspective Financial Group has acquired six Financial Planning firms in the last few months as part of an expansion drive.
The six firms joining the group in the first quarter of 2026 are:
• Freedom Advice LLP
• Clearwater Wealth Management LLP
• Cockburn Lucas Independent Financial Consulting Ltd
• Crown Wealth Management Limited
• Devonshire Wealth Management and
• Mackrill Financial Management Limited
Perspective says the acquisitions collectively add £825m in assets under management, 12 Financial Planners and new offices in Nottingham, Shrewsbury, Central London and Ripponden.
Ian Wilkinson, Perspective CEO, said: “We are delighted to welcome the talented advisers, support teams, and valued clients from these highly regarded firms, and we thank them for choosing to partner with Perspective. We are also very pleased to add several new strategic locations, which will further enable our future growth plans and provide opportunities for the advisers and staff in these offices.
"We have started 2026 well from an acquisition standpoint, and we look forward to announcing further completed acquisitions in the next month or so. Our dedicated in-house M&A team now comprises some 50 individuals across the acquisition journey.”
Mike Horseman, director of Cockburn Lucas Independent Financial Consulting, said: “During an intensive selection process, we are delighted to have completed our transaction with Perspective and can honestly say the experience was positive from the outset, with a well-resourced team and aligned interests and values."
Brian Benson, director of Crown Wealth Management Limited, said: “We are delighted to be joining forces with Perspective after nearly 20 years of building a successful and trusted business. This step strengthens our long‑term growth and ensures we can continue delivering the high standard of service our clients rely on."
Graham Ponting, owner of Clearwater Wealth Management LLP, said: “Given the long-standing relationships I have with my clients, many of whom are also close friends, it was essential to find a partner who would look after them with genuine care and continuity.”
Perspective Financial Group is a national firm of whole of market financial advisers.