Perspective Financial Group has added £375m of assets under advice with the acquisition of five more firms in December 2024.
The latest deals bring the total amount of acquisitions it made last year to 29.
The group has snapped up Stockport-based Hallidays Wealth Management, Foinaven Asset Management in Ashbourne, Tony Fenton & Sons in Caistor and PW Financial Management in Cheadle.
Perspective has also acquired the client book of a self-employed financial adviser who previously worked with the company.
The deals added a further 1,100 households as clients and three new offices in Derbyshire, Lincolnshire and Cheshire.
They also take the group up to a total of 107 acquisitions since its inception in 2008.
Tony Fenton & Sons now forms the group’s Lincoln hub office and is renamed as Perspective (Fenton & Danes), while Foinaven becomes Perspective (Foinaven).
Tony Fenton & Sons financial planner, Karl Fenton, said: “We had discussed options for the next phase of our company for some time with Tony approaching his retirement, but with myself, Ben and Jonathan still looking to continue our careers as advisers.
“Perspective was the first company of many that we met with while looking into a sale, and from day one it always seemed like the right fit, not least because of the shared values when it comes to treatment of clients and processes.
“The journey to completion was tough, as you would expect, but made so much easier by the dedicated and supportive staff throughout the company, who are a pleasure to deal with.”
Foinaven financial planner Simon Roberts added: “After many years of providing a high level of service to our clients, I wanted this to continue indefinitely in a more protected environment for all concerned.
“After careful consideration I was very pleasantly surprised to meet Perspective, who operate in the same way as we do, and I look forward to continuing the journey to serve our clients with the professionalism they deserve.”
Perspective chief executive officer, Ian Wilkinson, said: “We are delighted to have finished 2024 so strongly, and that these high quality, client-centric firms have chosen to become part of Perspective.
“We welcome a number of new colleagues to our expanding group, including three new offices to further develop our national footprint.
“We look forward to seeing what 2025 brings for Perspective, and hope that we can continue to capitalise on our strong M&A momentum and pipeline.
“We are meeting both large and small firms, and plan to continue growing at pace with our highly selective acquisition strategy.”
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