© Copyright Acquisition International 2024 - All Rights Reserved.

Article Image - Perspective – Four New Firms Acquired
Posted 1st December 2023

Perspective – Four New Firms Acquired

Perspective Financial Group Acquires Four New Firms with More Growth Set to Come Perspective Financial Group has purchased an additional four financial advisory firms, taking the group’s total to 12 acquisitions in 2023. The four acquisitions are: Brighter Financial Services in Halifax, Airedale Personal Financial Solutions in Buckinghamshire, Granite Coast in Cambridge and Brigham Wealth […]

Mouse Scroll AnimationScroll to keep reading

Let us help promote your business to a wider following.

Perspective – Four New Firms Acquired

Perspective Financial Group Acquires Four New Firms with More Growth Set to Come

Perspective Financial Group has purchased an additional four financial advisory firms, taking the group’s total to 12 acquisitions in 2023. The four acquisitions are: Brighter Financial Services in Halifax, Airedale Personal Financial Solutions in Buckinghamshire, Granite Coast in Cambridge and Brigham Wealth Management LLP in Harrogate.

The four financial advisory firms add a further 1,100 households as clients and £310m in assets under Perspective’s management. With the additional four acquisitions, Perspective has matched its total number of acquisitions in 2022. In total Perspective Financial Group has completed 67 acquisitions since it was founded 16 years ago, and now has 31 offices across the UK with 110 financial planners and a total of 410 staff.

Opportunities for Perspective’s Acquisitions:

Ross McFadzean, director of Brighter Financial Services, said: “Having experienced tremendous growth since we were founded in 2010, we decided the time was right to access support from a larger firm.

“This will provide long term security to the provision of financial advice for our clients, career security for our staff, and the commitment to maintaining and growing an office in the area.”

He said one of the positive elements of the acquisition was access to the Perspective Academy, not only to assist with growing the client bank, but to ensure that there was a strong future for the firm.

The Perspective Academy was founded in 2014 and aims to grow the next generation of financial planners who share Perspective’s client-centric and ethical approach. Whether just starting out in their career or looking for a career change, the Perspective Academy offers a range of financial planning training to help participants progress their financial services career.

Meanwhile Norman Foley, director of Airedale Personal Financial Solutions, said: “Our attention has been drawn towards succession planning as we approach retirement ourselves, to ensure the future continuity of service to all our valued and loyal clients.

“We are delighted to become part of Perspective as they clearly share our ethos, ethics and client focused approach.”

David Brigham, managing partner of Brigham Wealth Management LLP, said: “Having worked on my own for a number of years, I decided the time was right to access help and support from a larger firm, including assistance with the increasing burden and cost of regulation.”

What’s Next:

Perspective’s growth is still set to continue; a further seven firms have already exchanged contracts and are set to complete in the coming months. This will take Perspective Group far beyond their acquisitions in 2022, increasing their reach across the UK and offering their financial services to households across the country.

Ian Wilkinson, chief executive of Perspective, said, “We have our biggest ever pipeline of acquisitions, both large and small, and relish the opportunity to continue to grow further at scale and pace. We are delighted to announce we are officially a carbon neutral business and have been certified by Carbon Neutral Britain.”

Wilkinson said Perspective have been working on strategies to reduce our carbon footprint and are committed to doing their part to create a better world.

Categories: News


You Might Also Like
Read Full PostRead - Eye Icon
Q1 Update – Mochtar Karuwin Komar
Strategy
01/07/2016Q1 Update – Mochtar Karuwin Komar

Mochtar Karuwin Komar (MKK) is one of Indonesia’s oldest firms and celebrates its 45th year in June 2016.

Read Full PostRead - Eye Icon
Competitive Risk is Key to High Acquisition Values for Revenue-Stable Tech Companies
M&A
24/10/2023Competitive Risk is Key to High Acquisition Values for Revenue-Stable Tech Companies

The tech M&A ecosystem is not exclusive to startups and tech superpowers – established companies can still pursue M&A as a viable and profitable exit strategy.

Read Full PostRead - Eye Icon
The Power of Branding: How to Establish Your Health Business in a Competitive Market
News
28/06/2024The Power of Branding: How to Establish Your Health Business in a Competitive Market

The Power of Branding: How to Establish Your Health Business in a Competitive Market Imagine your health business as that guiding light in a crowded marketplace, showing the way to those who need revitalization and wellness. Your brand stands out among other c

Read Full PostRead - Eye Icon
Bruno Maisonnier sells stake in Aldebaran Robotics
Innovation
01/04/2015Bruno Maisonnier sells stake in Aldebaran Robotics

SoftBank increases its interest in Aldebaran to 95%

Read Full PostRead - Eye Icon
From Fear to Preparedness: Mastering Risk and Process Management
News
06/02/2024From Fear to Preparedness: Mastering Risk and Process Management

In recent years, there has been a significant increase in the demand for combined risk management and process tools.

Read Full PostRead - Eye Icon
I Have a Unique Business. Can a Buyer Be Found?
News
07/11/2022I Have a Unique Business. Can a Buyer Be Found?

Putting your business on the market for sale is a considerable undertaking, regardless of its uniqueness. This is why it's essential to avoid the mistake of selling your business to the first investor or company that makes an offer. The search for the ideal bu

Read Full PostRead - Eye Icon
Can You Get a Loan in Bitcoin
Finance
17/11/2021Can You Get a Loan in Bitcoin

Can you get a loan in bitcoin? It seems like an interesting question, but it bears some interesting answers. If you are curious about this subject, please do read on. In this article, I am going to show you how you can get a loan in bitcoins. By the time you h

Read Full PostRead - Eye Icon
Prima BioMed Acquisition of Immutep SA
M&A
30/01/2015Prima BioMed Acquisition of Immutep SA

Marc Voigt is CEO of Prima BioMed Ltd. He talks to AI Global about a landmark transaction, completed earlier this year.

Read Full PostRead - Eye Icon
Intellectual Property: Protecting and Realising the Value of Intangible Assets
Leadership
07/12/2015Intellectual Property: Protecting and Realising the Value of Intangible Assets

M. Uzcátegui & Asociados is a professional company founded by Dr. Mariano Uzcátegui Urdaneta and Dr. Rafael Pizani in 1955 under the name of Escritorio Pizani. Leonardo E. Uzcategui L. talks us through the firm and their work.



Our Trusted Brands

Acquisition International is a flagship brand of AI Global Media. AI Global Media is a B2B enterprise and are committed to creating engaging content allowing businesses to market their services to a larger global audience. We have 14 unique brands, each of which serves a specific industry or region. Each brand covers the latest news in its sector and publishes a digital magazine and newsletter which is read by a global audience.

Arrow