M&A Update October 2024

Perspective Financial Group Ltd (Perspective) is delighted to announce it has completed four further acquisitions, bringing its total to 15 this year and 93 since the Group was founded 16 years ago. These latest transactions add approximately £350 million assets under advice, 940 households as clients and two new offices in Ipswich and Amersham, bringing the total number of offices to 41. Twenty staff will also join Perspective.

The four acquisitions are:

Clayden Financial Planning Ltd in Ipswich which becomes Perspective (Clayden Financial). This opens up a new office for the Group in the area. Leigh Clayden, founder and director of Clayden Financial Planning Ltd said: “After 30 years of providing financial advice, I wanted to make sure that my staff and clients would be looked after when I decided to retire from the financial services industry.

“It was important to me to find an acquirer who had the same professionalism, same culture, ethos and ethics as myself, always putting clients’ interests first. I carried out a thorough search to identify the best long-term partner who shares my personal values and standards of client service and professionalism.

“When I met with Ian Wilkinson and his team at Perspective, they provided me with the confidence that they would meet all my criteria and provide my staff and clients with the best place for their long-term future needs and requirements.”

PW White & Partners in Amersham which adds a third office for Perspective in Buckinghamshire; Constellation Financial Solutions Ltd based in Darlington which joins the existing Perspective office in the town; and the client book of a longstanding self-employed advisor based in Perspective’s Newcastle upon Tyne office.

Ian Wilkinson, Chief Executive Officer of Perspective said: “We are pleased to announce the acquisitions of Clayden Financial, PW White, Constellation, and the buy-out of a further client book from one of our advisors.

“These four acquisitions further demonstrate the range of deal structures that Perspective can offer to client-centric vendors, tailored to their individual requirements and timelines. We welcome a number of new colleagues to our expanding group, including new offices in Ipswich and Amersham.”