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Capital and Trust - November 7, 2022 - 0 minute read

Perspective Financial Group has purchased Essex-based Goldwyns Wealth Management making this their 10th acquisition of the year.

Goldwyns was established in 1989 by Alan Harding and Paul Golding, who are both now directors of the business. Goldwyns has operated under The Whitechurch Network since 2004.
This deal gives the IFA group an office in southeast Essex, with a total of 23 locations around the UK, as it adds 225 households as clients and £70m assets under management.

Ian Wilkinson, CEO of Perspective said: “This latest acquisition extends our reach of local offices into Essex, complementing our long-established location at Braintree. We are delighted to welcome Alan and Paul and their staff to Perspective and to have provided them with a practical route forward so they can continue to advise their clients whilst planning ahead for their futures.

We have our biggest ever pipeline of acquisitions both large and small over the next 18 months and relish the opportunity to grow Perspective at scale and pace. This latest acquisition is further evidence of our ability to implement our vision.”

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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