Perspective announces its 1st acquisition of 2022 & new director hire
The Beanland deal adds 560 households as clients and around £160 million AUM to the Group, meaning the group achieves the £4 billion AUM milestone. This also opens up an additional location for Perspective giving the group 19 offices across the UK.
John Garvey and Colin Pritchard, Directors of Beanland Financial Services Ltd said: “We decided the best solution for our clients and our staff was to seek a merger with a larger partner and, after an exhaustive search, we are delighted to become part of Perspective. They clearly share our ethos, ethics and client focused approach. We are very confident this move will provide long term security to the provision of financial advice to our clients and career security for our staff. We are both delighted to remain as financial planners and to continue leading the office. As such, clients will notice relatively few changes other than our new name and branding. We are delighted that the rest of our team will also be joining Perspective.”
In a further step, Gary Cairns has been appointed to a new role of Regional Operations Director. Gary joins from Chase de Vere where he was Senior Manager in Yorkshire, leading the personal wealth division. Previously, Gary worked with HSBC and Bank of Scotland.
Gary said: “I am delighted to be joining Perspective at this exciting stage of the growth in the wider group. It was very clear in my discussions with Perspective that they lived the client first approach, with the whole team focused on achieving this. I look forward to working with the office principals and wider
leadership team on our growth plans for 2022 and beyond”.
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Perspective strengthens national footprint with strategic move into Scotland
Perspective Financial Group Limited (“Perspective”) has strengthened its national footprint through the acquisition of Phoenix Wealth Solutions (“Phoenix”), marking the Group’s first acquisition in Scotland and a significant milestone in its long-term growth strategy.
Perspective Financial Group surpasses 3,000 client reviews with outstanding 4.9 star rating
Client feedback continues to drive service excellence across the Group’s regional offices.
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.
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Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567