Perspective completes its 100th acquisition

Collectively, these acquisitions add £1 billion of Assets under Advice, 2,500 households as clients, six additional office locations and 48 members of staff. It brings the Group’s total number of acquisitions to 102. 

These acquisitions expand the Group’s national footprint with new locations in Preston, Reading, Rotherham, Teesside, Towcester and Warwick. 

The acquisitions include: 

Springfield Financial Services Ltd in Preston, Millfield Osceola Financial Consultancy Ltd in Twyford, Reading, Hawley & Wood Ltd in Rotherham, Fortitude Financial Planning Ltd in Towcester, Warwick Financial Solutions Ltd in Warwick, Edgmoor Financial Planners in Manchester, Keith Mason Wealth Management Ltd in Canterbury, a client bank in Teesside and a self-employed advisor buy-out. 

Vanessa Townshend, Co-owner of Springfield Financial Services Ltd said: “After 20 years of working together and growing Springfield Financial Services, Tony Pilkington, Managing Director, decided to take retirement.  When looking for a new owner, our main concern was continuity.  With Perspective, we are confident that we have joined a company that will assist us in continuing to provide high quality, client-centric advice, and will also provide a welcoming, secure environment for all our staff.”  

Greg Jones, Director of Warwick Financial Solutions Ltd said: “After 40 years of looking after our wonderful clients, it was very important we found a company that had the same values as us.  After nearly two years of careful research, we found a partner in Perspective who are a perfect fit for our clients and our hard-working staff team.   

“I know Perspective takes great care in who they acquire with significant and detailed due diligence, so we are very proud to become part of the organisation. Our clients will be looked after by the same staff and advisors as before, which achieves a seamless continuity for all our clients for the future.”  

Barry O’Neill, Director of Edgmoor Financial Planners said: “As a small firm, we were finding the increasing regulatory requirements onerous, when what we wanted to do was spend more time with clients. Joining Perspective allows us to do that. They provide the regulatory framework for us, allowing us to do what we do best, speak to clients and help manage their finances.  

“It is obvious that Perspective has the same ethos as we do in client servicing and maintaining personal relationships. As such, this is a good fit for both parties and we look forward to serving our long-standing clients for many years to come under the Perspective banner.”  

Ian Wilkinson, Chief Executive Officer of Perspective said: “The uncertainty around potential tax changes in the Budget created a desire from a number of vendors to complete transactions in an accelerated timeframe.   

“We are delighted to have been able to respond to the challenge, demonstrating the efficiency of our process and the dedication of our team.  These nine transactions add a further six strategic office locations for Perspective, which in turn will greatly assist in further delivering our business plan.”