Capital and Trust - March 17, 2022 - 0 minute read

Perspective Financial Group, founded in 2008 and based in Chorley, Lancs has acquired four more firms, significantly increasing its acquisitions to a total of 50. The acquisitions came with help from a major capital injection by CBPE Capital LLP in December 2019.

Since then, it has made 18 acquisitions, doubled headcount to 280 staff, added £1.2bn AUM, and opened 7 new local offices, bringing its total office count to 21.

The four companies that have been purchased are Searchlight Investments, based in Rickmansworth, Stafford Wealth Management based in Hertford and The MGroup Financial Services and TCS Life and Pensions which are both based in Oxford. These four new acquisitions range in size from £10m to £175m AUM.

The purchase of these companies adds 915 clients, £335m AUM, 11 staff, and two new offices in Hertford and Rickmansworth.

CEO of Perspective, Ian Wilkinson 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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