Perspective Financial acquires Goldwyns Wealth Management in its tenth acquisition of 2022

Perspective Financial Group Ltd (Perspective) is pleased to announce it has completed its tenth acquisition of 2022 with the purchase of Goldwyns Wealth Management Ltd in Southend-on-Sea, Essex.

This deal adds 225 households as clients and £70 million AUM to the Group. It also gives Perspective a new local office in South East Essex, making a total of 23 offices nationally. Goldwyns Wealth Management’s client base extends from Southend-on-Sea and Chelmsford, to clients working in the City of London and beyond.

Goldwyns Wealth Management was established in 1989 and has operated successfully under The Whitechurch Network Ltd since 2004. The firm has a close association with and shares the same office as Goldwyns Chartered Accountants.

Alan Harding and Paul Golding, founders and Directors of Goldwyns Wealth Management Ltd said: “We are proud that many of our client relationships go back over 30 years and often extend across several generations of a family.

“Since we started looking at our succession plan some years ago, we have had discussions with many potential acquirers. Perspective stood out as a firm that really knows what it is doing and is clear about the type of firm it wishes to acquire. Whilst our relationship with The Whitechurch Network Ltd has been excellent, they could not offer us a suitable way forward in terms of succession planning.

“The acquisition process has naturally at times been demanding, but from the beginning we have had real confidence that becoming part of Perspective would be the right way forward for us, and our clients and staff. We are pleased to be able to continue looking after our clients personally, whilst benefiting from the commercial and regulatory resources of a larger group.”

Ian Wilkinson, Chief Executive Officer of Perspective Financial Group said: “This latest acquisition extends our reach of local offices into Essex, complementing our long-established location at Braintree.

“We are delighted to welcome Alan and Paul and their staff to Perspective and to have provided them with a practical route forward so they can continue to advise their clients whilst planning ahead for their futures.

“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.

“We have our biggest ever pipeline of acquisitions both large and small over the next 18 months and relish the opportunity to grow Perspective at scale and pace. This latest acquisition is further evidence of our ability to implement our vision.”

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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.