Perspective Financial Group completed two acquisitions before the Christmas break, taking the firm’s total to 22 deals in 2023.
The first acquisition is the client banks of Simon McGechie and Paul Adams, both former Fairstone Financial Management colleagues. Combined, they bring 265 households as clients and £55 million AUM to Perspective. This deal is brokered by Gunner & Co.
Simon McGechie said: “I have been considering my personal future for a while. With a desire to provide continuity of service to clients, I carried out a thorough search to identify the best long-term partner who shares and lives my personal values and standards of client service and professionalism. Perspective meets these criteria in full.”
Paul Adams added: “Whilst I am taking this opportunity to relinquish my authorisation with our regulator I, like Simon, will remain with Perspective for a short period to ensure a smooth handover. Perspective’s impressive approach to its in-house Academy gives me confidence that my clients will be well advised long into the future.