Perspective Financial Group grows with Goldwyns Wealth Management deal

A financial planning and wealth management company says it is “relishing the opportunity to grow at scale and pace” after concluding a takeover.

Perspective Financial Group has bought Goldwyns Wealth Management.

The deal is Perspective’s tenth acquisition of 2022.

Bosses at the firm, which has offices in Newcastle and Darlington, say the move has added £70 million of assets under management to the group, and more than 220 households as clients.

Based in Southend, Goldwyns Wealth Management was established in 1989, and has operated under The Whitechurch Network since 2004.

Its client base extends from Essex to the City of London and beyond.

Ian Wilkinson, Perspective chief executive [pictured, above], said: “We have our biggest ever pipeline of acquisitions, both large and small, over the next 18 months, and relish the opportunity to grow at scale and pace.

“This latest acquisition is further evidence of our ability to implement our vision.”

He added the deal has given Perspective an office in South East Essex, taking its national total to 23.

Alan Harding and Paul Golding, founders and directors of Goldwyns Wealth Management, said: “Since we started looking at our succession plan some years ago, we have had discussions with many potential acquirers.

“Perspective stood out as a firm that really knows what it is doing and is clear about the type of firm it wishes to acquire.

“While our relationship with The Whitechurch Network has been excellent, they could not offer us a suitable way forward in terms of succession planning.

“From the beginning we have had real confidence that becoming part of Perspective would be the right way forward for us, our clients and staff.”