Major investment for Perspective Financial Group

February 2, 2020

Perspective Financial Group Limited appoints a new chairman as it receives significant funding from CBPE Capital LLP

National financial planning and wealth advisory business Perspective Financial Group Limited (Perspective) – whose largest office is in Newcastle – is celebrating a major investment by London-based CBPE Capital LLP (CBPE).

Perspective – which has a turnover of £17 million and has 15 offices across the UK employing 180 staff – provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters.

Since it was founded in 2008, Perspective has acquired 35 IFA businesses, including four in 2019, and has gained a reputation for being the consolidator of choice for IFAs looking to retire and exit the industry.

CBPE is partnering with Perspective’s management, who are all re-investing in the business. Together they aim to accelerate Perspective’s expansion, combining continued organic growth with further acquisitions in what remains a highly fragmented market.

Ian Wilkinson, group managing director at Perspective, who is based in Newcastle, says: “CBPE has a proven track record in the financial services space and has helped build some great companies. We are excited about working together to expand the business and continuing to deliver a quality service to current and new clients.

“We decided CBPE was the right partner for us for our next stage of development because they fully buy into our client-centric approach, which goes back to 1985 when my late father established one of the first fee-based IFAs in the UK.

“Our client approach is simple: if it works for our clients and it works for us, then we do it.

“However, if it works for us but not for our clients, then we don’t.”

Richard Thompson, director at CBPE, adds: “Perspective is a great business with a strong management team, robust compliance approach and a respected and increasingly high-profile brand. We have been hugely impressed with the strength of the team, but also their absolute focus on the client. We believe this quality is key to the success of Perspective.

“We look forward to supporting management as they deliver on the strategy which combines a continued focus on providing high-quality advice to their existing client base, growing organically and making selective acquisitions”.

Meanwhile, Perspective has also appointed Jeff Scott as its new chairman.

Jeff is a well-known figure in financial services with his career in the sector spanning over 30 years, most recently as CEO of Santander Asset Management from 2008 to 2017. Before this, he was director of mortgages at Santander and Abbey and marketing director of Inscape Wealth Management. Jeff started his career in FMCG marketing after graduating from Nottingham University with a degree in economics.

As well as chairing Perspective, Jeff will continue with his current role as NED chairman of NatWest Trustee Depositary Services, where he also chairs the Board Risk Committee and Royal Bank of Scotland International Innovation Committee.

Jeff says: “I echo CBPE’s comment about the group’s absolute focus on the client being very impressive and, together with its highly qualified and experienced team of advisers, they clearly stand out in this sector.

“Perspective’s Training Academy is helping to grow adviser talent in-house, which I think is essential.

“I am privileged to be part of such a strong team with CBPE’s recent major investment in the group. I share their ambitions for future growth and look forward to helping guide the business.”

Perspective Financial Group Limited
Photo: Ian Wilkinson

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