Perspective Financial Group makes growth pledge after takeovers

A financial planning and wealth management firm says it will “continue to grow at scale and pace” after sealing two takeovers.

Perspective Financial Group has swooped for Campbell Harrison and Strategic Financial Portfolios.

The agreements add £220 million of assets under management and 800 households to Perspective’s books, and follow a number of buyouts completed earlier this year.

But bosses at the company, which has offices in Newcastle and Darlington, say it will expand yet further, with seven additional agreements set to be finalised over the coming months.

Ian Wilkinson, Perspective chief executive, said: “We are delighted these two firms have chosen to become part of us.

“Our pipeline remains extremely strong and continues to grow month-on-month.

“We are meeting both large and small firms, and we plan to continue to grow at scale and pace with our highly selective acquisition strategy.”

Alex Campbell, director of Sheffield-based Campbell Harrison, said he was “delighted” the operator has become part of the Perspective stable.

He said: “It impresses me Perspective’s chief executive is still a practising financial adviser, in contrast to many firms whose senior management don’t have recent or any experience of providing advice to clients.”

Mohammed Bostan and Robert Anglin, directors of Strategic Financial Portfolios, which is based in Halesowen, in the West Midlands, added: “We are very excited to become part of Perspective.

“Their additional resources and highly professional, ambitious approach will help us take the business we have built since 2005 to the next level.”

The deals mean Perspective has now made 17 acquisitions in 2023, and 73 since its foundation 16 years ago.

The business has 35 offices across the UK and employs 450 staff, which include 120 financial planners.