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Capital and Trust - December 15, 2022 - 0 minute read

Perspective Financial Group has made its 12th acquisition of 2022 with a deal to buy Staffordshire based IFA firm Hunter & Co.

Hunter & Co was established in the 1990s and is based in Burntwood, Staffordshire. It has 390 households as clients with £115m in Assets Under Management. The firm advises clients throughout Shropshire, Staffordshire, the West Midlands and Warwickshire. The two directors of Hunter & Co, Scott Flemings and Steve Bennett, will continue to head the office in Burntwood which will now be known as Perspective (Staffordshire). All existing staff will be retained.

CEO of Perspective, Ian Wilkinson, said: “We are delighted that Scott Flemings and Steve Bennett chose to become part of us and welcome their team to the group. 2022 has been an outstanding year for us, completing 12 acquisitions, one every month. In total, we have added seven new offices, nearly 3,000 households as clients and over £800 million AUM.”

Both Directors of Hunter & Co (IFA) Ltd said: “Our firm has a particularly loyal client base with many relationships going back over 30 years. With Perspective’s help and resources, we are excited to embark on the next stage of growth and development for the office.”

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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