M&A Update April 2025

The nine acquisitions are: Square One Wealth Management, Barrie Hough Financial Services, Select Financial Solutions, Friendly Wealth Management, Clarendon Financial Planning, Clarendon FP LLP, Chapter Wealth Management, Paul Horton Financial Solutions and Inspirational Financial Planning. 

Ian Wilkinson, Chief Executive Officer of Perspective said: “It has been a great start to 2025, and we are delighted to announce these nine acquisitions of client-centric financial planning businesses.  We very much welcome our new colleagues who have joined as part of these acquisitions, and we’re pleased to have several new office locations for Perspective across the country.   

“We look forward to seeing what the remainder of 2025 brings for Perspective, and we hope that we continue to capitalise on our strong M&A momentum and pipeline.  We are meeting both large and small firms and plan to continue growing at pace with our highly selective acquisition strategy.” 

Sir Frederick Hervey-Bathurst, Director of Clarendon Financial Planning now known as Perspective (Clarendon) said: “I could not be more pleased that, after 30 years of serving clients with exceptional professionalism and integrity, we at Clarendon have found in Perspective a partner we can trust to look after our clients’ interests in the future. Partly due to the continuing increase in regulatory administration and costs, we felt that we needed to find a larger firm who could help us with that burden. 

“We feel confident that Perspective will honour the Clarendon traditions of old-school courtesy and integrity, combined with cutting-edge technical knowledge. We are especially delighted that all existing Clarendon staff will be retained at our current office. We look forward to continuing to serve our clients, under the new banner of Perspective, with all the advantages that being part of a larger group can provide.” 

John Kelly from Square One Wealth Management said: “With ever increasing compliance, we decided after 22 years of looking after our family of clients to find a company that shared our core values but were large enough to support us into the future. We were delighted to choose Perspective as the ideal partner – one that aligns perfectly with our commitment to both our clients and our dedicated team. 

“Perspective conducts rigorous due diligence in selecting firms to join its organisation, and we are proud to become part of such a carefully curated group of professionals. Our clients will continue to receive the same high-quality service from the same trusted team, from the same office and feedback so far has been excellent.”