Perspective
Perspective achieves 50th acquisition milestone
Over this time, we have made 18 acquisitions, doubled headcount to 280 staff, added £1.2 billion AUM (now £4.2 billion) and opened seven new local offices, making a total of 21. We have also recruited several senior staff during this time, including our latest hire, Kristian Murphy, who joins from EY. We continue to combine the benefits of a local firm with the strength and resources of a national firm.
Our absolute focus on ‘clients come first and we come second’ has proved to be a compelling proposition, not only for our existing clients, but also for the firms we have acquired recently, where average client retention rates have exceeded 97%.
Ian Wilkinson, Chief Executive Officer of Perspective said: “It has been an exceptionally busy time for us and I am delighted by the progress we have made. We have a very clear sense of direction, are delivering at pace and constantly innovating. We have recently articulated our purpose and the values which we have lived by for over three decades, and these very much drive everything about the firm. I am delighted to welcome the four new firms and our recent new joiners to Perspective.”
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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.