PERSPECTIVE FINANCIAL GROUP EXPANDS WITH NINE NEW ACQUISITIONS IN 2025

Perspective Financial Group has kicked off 2025 with strong momentum, completing nine acquisitions so far this year. These latest additions bring the group’s total to an impressive 116 acquisitions to date, reinforcing its position as one of the UK’s most active consolidators in the financial advice sector.

The newly acquired firms contribute a combined £900 million in assets under advice, along with 2,100 client households and four new office locations across the UK—in Stockbridge (Hampshire), Uckfield (East Sussex), Grimsby, and Waltham (Lincolnshire).

The nine firms joining Perspective are:

• Square One Wealth Management
• Barrie Hough Financial Services
• Select Financial Solutions
• Friendly Wealth Management
• Clarendon Financial Planning / Clarendon FP
• Chapter Wealth Management
• Paul Horton Financial Solutions
• Inspirational Financial Planning

Ian Wilkinson, CEO of Perspective, commented:

“It’s been a great start to the year. We’re thrilled to welcome our new colleagues and proud to be adding several new offices across the country. With a strong M&A pipeline ahead, we look forward to continued growth in 2025 through our selective and strategic acquisition approach.

The newly acquired firms echoed this enthusiasm, highlighting shared values and a commitment to maintaining service continuity for clients.

Frederick Hervey-Bathurst, Director at Clarendon Financial Planning—now operating as Perspective (Clarendon)—shared:

“We couldn’t be more pleased to join a partner we trust with our clients’ futures. Rising regulatory pressures led us to seek the scale and support of a larger firm, and Perspective was a perfect fit. We’re especially glad that all of our staff are staying on, and we remain in our current offices. Our clients can continue to expect the same integrity, courtesy, and expertise they’ve always known.”

John Kelly, of Square One Wealth Management, added:

“After 22 years of serving our clients, we chose Perspective as a like-minded partner with the resources to help us grow and evolve. Their thorough and thoughtful selection process gave us confidence, and our clients will continue to work with the same team they know and trust—something that’s been very well received.”

With a clear focus on building a national footprint while preserving the independence and legacy of each firm it acquires, Perspective continues to scale its business through purposeful partnerships. The group is actively engaging with both small and large advice firms, and its 2025 growth strategy is well underway.