Perspective completes nine acquisitions this year so far

Perspective Financial Group has completed nine acquisitions so far in 2024, including the acquisition of four client books from its self-employed advisers.

This addition brings Perspective to 87 acquisitions since the Group was founded 16 years ago.

Bosses say the financial planning firm is now more than three times the size it was five years ago and expect it to double in size again within the next two years.

Ian Wilkinson, Perspective chief executive said: “We are delighted to remain highly active in the acquisitions space and build upon our long-standing reputation as an attractive home for client-centric vendors.

“This includes the execution of our strategy to acquire the client books of our self-employed advisers, most of whom have been part of our Group for many years.

“We continue to see significant opportunities for acquisitions in a busy market, and we expect to maintain this trajectory of acquisitions for the rest of the year and beyond.

“Encouragingly, we are seeing a combination of larger and smaller acquisitions in our pipeline, which remains as strong as ever.

“With our client-centric approach and strong values, plus our increasing scale through investment from Charlesbank Capital Partners, we offer well-run IFA businesses the best possible home for them and their clients when they are ready to sell.

“Our clients – including our vendors’ clients – are already benefiting from this scale through our ability to continually drive down total costs to our clients, therefore delivering better value for money.”

This follows Charlesbank’s investment in Perspective, which was completed in May this year.