PERSPECTIVE PURCHASES THAME-BASED CHARTERED PLANNING FIRM
Capital and Trust - January 18, 2023 - 0 minute read
Perspective Financial Group has made its first acquisition of the year by buying Thame-based Ian J Hunt Chartered Financial Planners.
The acquisition brings in approximately 70 clients and £37m in assets under management to Perspective’s national advice business. The group also announced that it has completed negotiations for eight more acquisitions, which are pending approval from the Financial Conduct Authority.
The founder and director of Ian J Hunt, Ian Hunt, stated that after 35 years as a financial advisor, it was time for him to retire. He was pleased to have found a company with a similar attitude and ethics to his own in Perspective Financial Group.
Perspective’s CEO, Ian Wilkinson, announced that they are starting 2023 with strong momentum and have a large pipeline of acquisitions, both big and small, to grow further at scale and pace. Perspective Financial Group has always prioritized putting clients at the center of their decision-making process to ensure good client outcomes and aligns with the new Consumer Duty principle.
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