Perspective Financial acquires £100 million AUM financial planner

Perspective Financial Group Ltd (Perspective) has announced it has completed a further
acquisition, its eleventh this year, with the purchase of Informed Financial Advice Ltd in St
Leonards-On-Sea, East Sussex.

Informed Financial Advice Ltd was founded in 2006 and has 480 households as clients and £100
million AUM. It gives Perspective a further local office on the South Coast close to existing ones
in Eastbourne, Canterbury and Maidstone.

Darryl Tribbeck, Founder and Director of Informed Financial Advice Ltd said: “I decided the best solution for our clients and staff was to seek a merger with a larger partner who could not only provide access to the next generation of financial planners, but also help with the increasing regulatory burden.

“As you can imagine, I have not come to this decision lightly. I spoke with a number of different firms wanting to understand their approach to dealing with clients, what plans they would have for our existing staff and the future of our St Leonards office, things that were very important to me.

“One firm stood out, Perspective Financial Group. On meeting them I soon felt comfortable with their approach, their values, their professionalism, and their commitment to look after clients with as much care and attention to detail as we have done. They are committed to maintaining our St Leonards office as well as retaining, and expanding, our existing staff.

They might have the scale of a national group, but they retain the feel and personal approach of a local firm.”

Ian Wilkinson, Chief Executive Officer of Perspective Financial Group said: “We are delighted that Darryl Tribbeck chose to become part of us and welcome his team of financial planners and administrators to the Group. “2022 has been an outstanding year for us, completing 11 acquisitions, almost one every month. In total, we have added 6 new offices, nearly 2,500 households as clients and £700 million AUM.

“Perspective has been built around a culture of putting our clients at the centre of our decision-making process to ensure that we always deliver good client outcomes, as far back as our beginning in 2007. We always put ourselves in our clients’ shoes first and foremost, so our vision and core values are perfectly aligned to the incoming Consumer Duty, as though the new Principle was written to match our entire ethos “Looking ahead to 2023, we have our biggest ever pipeline of acquisitions both large and small and relish the opportunity to grow further at scale and pace.”

If you are looking to sell your business, find out more about the selling you business to Perspective (or others) Gunner & Co. can help you. Book a meeting with our Senior Broker Josh here

Louise Jeffreys is managing director of Gunner & Co, an IFA broker with values based on strong relationships built on trust, credibility and value.

Gunner & Co. specialise in IFA sales, IFA business sales, retiring IFAs and IFA client bank sales.