Perspective accelerates growth with nine acquisitions, adding £900m in AUA
- Chapters Capital
- 4 days ago
- 2 min read
8th April 2025
Perspective Financial Group has enhanced its national presence with nine new acquisitions, adding a substantial £900m to its AUA. These recent deals bring the firm's total number of acquisitions to 116, showcasing its ongoing momentum and commitment to a targeted growth strategy.
The acquired businesses 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. Together, these firms contribute over 2,100 new client households, significantly expanding Perspective's client base and geographic reach. New office locations have also been established in Stockbridge, Hampshire, Uckfield in East Sussex, and Grimsby and Waltham in Lincolnshire, reflecting Perspective's strategic ambition to enhance localised client service.
CEO Ian Wilkinson emphasised Perspective’s strong start to 2025, highlighting the selective nature of its acquisition strategy:
“It has been a great start to 2025, and we’re delighted to announce these nine acquisitions of client-centric financial planning businesses. We warmly welcome our new colleagues and are excited to further expand our geographical presence. We look forward to maintaining this strong momentum throughout the year.”
Directors from the acquired firms expressed confidence in Perspective’s ability to uphold their core values and ensure continuity for their clients. Sir Frederick Hervey-Bathurst, director of Clarendon Financial Planning, stated:
“After 30 years of serving clients with exceptional professionalism and integrity, we needed a partner who could manage increasing regulatory burdens while maintaining our high standards. Perspective was the perfect choice, combining old-school courtesy and integrity with cutting-edge expertise.”
These acquisitions follow five completed deals by Perspective in December 2024, including Hallidays Wealth Management and Foinaven Asset Management, underscoring the firm’s consistent approach to expanding its client base and service offerings. Perspective remains focused on a selective, quality-driven growth strategy, maintaining an active pipeline and ongoing dialogue with both smaller and larger advisory firms throughout 2025.
It’s great to see Perspective continue developing its national footprint by completing nine deals before the tax year-end. The team at Chapters Capital are proud to have supported them in one of these transactions while currently collaborating on several more.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, including Perspective, contact one of our professional associates today for a confidential, no-obligation consultation.