Perspective
Perspective acquires St Lawrence in Canterbury in its eighth deal of 2021 and makes two more senior hires
Perspective Financial Group Ltd (Perspective), the national financial planning and wealth management firm, today announces it has completed the acquisition of St Lawrence Investment & Pension Solutions Ltd (St Lawrence) in Canterbury, Kent, its eight acquisition of 2021.
The fast-growing Group has also made two more senior appointments: Paul Everett joins in the newly created role of Operations Manager; Andrew Luczynski joins the Training and Competence function as Manager.
The acquisition of St Lawrence in Canterbury adds 175 households as clients and around £55 million AUM to the Group, coming just weeks after Perspective announced it had already completed seven acquisitions to date in 2021. St Lawrence, founded by David Earl in 2002, opens up a new location for Perspective in this part of the country where it already has long established offices in Eastbourne, Maidstone and London.
Press Release 23 November 2021
Explore other topics
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.
Perspective’s growth continues at pace
The first acquisition is of Whittington Goddard Associates Ltd in Dore, near Sheffield. The firm was founded in 2003. This office will now be known as Perspective (Whittington Goddard).
Perspective completes a further nine acquisitions
Perspective is more than three times the size it was five years ago and expects to double in size again within the next two years.
Perspective Gains New Investment from Charlesbank Capital
Perspective Financial Group Ltd is delighted to welcome a new lead private equity investor, Charlesbank Capital Partners. Find out more.