M&A Update August 2025

The five firms acquired are: Lifestyle Financial Services, Sirius Money Management, Mat White Financial Services, Sapient Wealth Management and Bayham Wealth LLP.

Ian Wilkinson, Chief Executive Officer of Perspective, said:

“We’re pleased to announce a further five acquisitions this year and welcome the individuals that are joining Perspective from these firms. Each business shares our commitment to delivering exceptional financial planning services and client care.

We’re delighted to continue our strong momentum in 2025 and we continue to see a lot of activity from an acquisition stand point. As always, we are focused on carefully selecting businesses that align with our culture and values, and we look forward to welcoming more acquisitions as the year progresses.”

Mat White from Mat White Financial Services said “After 34 years in the profession, there comes a time when I must consider my own future. Over the past few years, my attention has naturally been drawn towards retirement, succession planning and the future continuity of service to my valued and loyal clients.

With this in mind, I felt that the best solution for my clients was to seek a larger partner who could not only provide access to the next generation of advisors but also help with the gradual increase in the burden and costs of regulation. So, following an exhaustive search to find a partner that shares my philosophy, values, levels of professionalism and client service, we were delighted to find Perspective Group Limited, a firm that shares our ethos, ethics, and client focused approach, to help my clients continue their ongoing financial planning and with a commitment to maintain an office in the local area.”