Perspective Financial Group has concluded nine more acquisitions in the current year, increasing its total acquisitions to 116.
These recent transactions have contributed £900m ($1.14bn) in assets under advice and expanded the client base by 2,100 households.
They have also added four new offices located in Stockbridge, Hampshire; Uckfield, East Sussex; and Grimsby and Waltham, Lincolnshire.
Perspective CEO Ian Wilkinson said: “It has been a great start to 2025, and we are delighted to announce these nine acquisitions of client-centric financial planning businesses.
“We very much welcome our new colleagues who have joined as part of these acquisitions, and we’re pleased to have several new office locations for Perspective across the country.”
The firms acquired in the latest round include Square One Wealth Management, Barrie Hough Financial Services, Select Financial Solutions and Friendly Wealth Management.
Perspective has also acquired Clarendon Financial Planning, Clarendon, Chapter Wealth Management, Paul Horton Financial Solutions, and Inspirational Financial Planning.
Square One Wealth Management’s John Kelly said: “With ever increasing compliance, we decided after 22 years of looking after our family of clients to find a company that shared our core values but were large enough to support us into the future.
“We were delighted to choose Perspective as the ideal partner – one that aligns perfectly with our commitment to both our clients and our dedicated team.”
In November 2024, Perspective Financial announced that it had completed nine acquisitions in the second half of October, marking its 100th acquisition since its founding in 2008.
The first 50 acquisitions took 14 years to achieve, while the next 50 were completed in just two and a half years, averaging one transaction every two and a half weeks.
