PERSPECTIVE ACQUIRES CAMBRIDGESHIRE-BASED FINANCIAL PLANNER￼
Capital and Trust - April 26, 2022 - 0 minute read
National firm Perspective Financial Group have acquired Ramsey Financial (Cambs) Ltd based in Huntingdon, Cambridgeshire.
In 2007 Ramsey Financial (Cambs) Ltd was established by Russell Palmer, a Chartered Financial Planner, and his wife Jane. Both will remain within the business and the office based near Huntingdon, Cambridge will be retained.
The Acquisition is Perspectives 51st since it was founded in 2008, it will add £50m AUM and 330 clients to the continuously growing group and brings the total amount of offices across the UK to 22.
In March 2022, Perspective made four acquisitions bringing the national financial planning firm’s total to 50 with total assets under management standing at £4.2bn.
Chief executive officer of Perspective, Ian Wilkinson said: “This acquisition again reinforces our appeal to smaller, high-quality firms such as Russell and Jane’s, who demonstrably share our client-centric values. We offer an attractive route forward so they can continue to develop their business whilst having the reassurance of a clear, sustainable succession plan when they are ready to retire for both them and their clients.
“We continue to seek more good acquisition opportunities and have a very full pipeline for 2022 and into 2023. I am delighted to welcome both Russell and Jane to Perspective.”
Russell Palmer has said: “Perspective fully shares the ethos, ethics and client focused approach of Ramsey Financial and we are sure this move will be of benefit to all our clients and contacts going forward.”
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