{"id":2000,"date":"2024-01-05T10:13:10","date_gmt":"2024-01-05T10:13:10","guid":{"rendered":"https:\/\/www.gunnerandco.com\/?post_type=insights&p=2000"},"modified":"2024-01-05T10:15:31","modified_gmt":"2024-01-05T10:15:31","slug":"perspective-completed-two-more-acquisitions","status":"publish","type":"insights","link":"https:\/\/www.gunnerandco.com\/insights\/perspective-completed-two-more-acquisitions\/","title":{"rendered":"Perspective makes double acquisitions, one is brokered by Gunner & Co."},"content":{"rendered":"

Perspective Financial Group Ltd (Perspective) is delighted to announce it completed two more acquisitions shortly before the Christmas break, meaning the Group made 22 acquisitions in 2023 bringing the total to 78 since it was founded 16 years ago.<\/p>\n

Perspective now has 500 staff, 38 local offices and 140 financial planners, a third of whom are qualified to Chartered level or above. It manages \u00a38 billion of assets on behalf of clients. The Group is three times the size it was five years ago.<\/p>\n

Ian Wilkinson, Chief Executive Officer said: \u201c2023 was a pivotal year for us as we took further strategic steps towards our goal of cementing our position as the UK\u2019s best client-centric financial planning firm for both our clients and our people. Successfully completing, and importantly, integrating an acquisition almost every two weeks is testament to the professionalism of our team and a reflection of us delivering on our core values on a daily basis.<\/p>\n

\u201cI have spoken with literally hundreds of IFA firms this year and probably thousands in my 35 years in the sector. I remain a financial planner myself still advising clients, which means I continue to understand clients\u2019 concerns at first hand.<\/p>\n

\u201cI retain my strong belief in the benefits of developing and nurturing talent in-house. That way, people have the right values to be successful with us.<\/p>\n

\u201cGiven that two of the main motivations for firms in this sector wishing to sell up are the ability for the owners to retire in the near future, or to grow their business further with the resources of a larger group behind them, a strong pipeline of young, motivated talent coming up through our Academy is vital to ensure clients can rely on us over the long term.<\/p>\n

\u201cOur focus remains on being the best, most client-centric firm through always doing the right thing for the client. We increasingly set the bar on standards of excellence in the sector.<\/p>\n

\u201cWe will grow further at pace and scale in 2024. I am certain that Perspective\u2019s best years still lie ahead and warmly welcome our latest acquisitions and their teams to the Group.\u201d<\/p>\n

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 \u00a355 million AUM to Perspective. This deal is brokered by Gunner & Co.<\/p>\n

Simon McGechie said: \u201cI 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.\u201d<\/p>\n

Paul Adams added: \u201cWhilst 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\u2019s impressive approach to its in-house Academy gives me confidence that my clients will be well advised long into the future.\u201d<\/p>\n

The second acquisition is Park Lane Independent Financial Advisers Ltd based in Colchester who bring 300 households as clients and \u00a3135 AUM to Perspective.<\/p>\n

Directors Andrew Frettingham and Paul Southgate said: \u201cWe have always put our clients at the forefront of all that we do and over several years have built valued relationships based on trust and sound financial planning. It is therefore important that we are able to continue to do this for many years to come whilst also dealing with the ever-increasing burden of regulation.<\/p>\n

\u201cAfter meeting Ian Wilkinson and David Hesketh, the group\u2019s Chief Financial Officer, it became clear they share our client focused approach whilst retaining the feel of a smaller, local firm.<\/p>\n

\u201cThey have reassured us on two key considerations which are firstly, no significant changes for our clients; secondly, career security and progression opportunities for our valued and talented long-standing staff. We are therefore delighted to have joined Perspective.\u201d<\/p>\n

 <\/p>\n

If you are looking to sell your business, find out more about the selling your business to Perspective (or others)\u00a0<\/em>Gunner & Co.<\/em><\/a>\u00a0can help you. Book a meeting with our Head of Brokerage Gwill\u00a0<\/em>here<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Perspective Financial Group completed two acquisitions before the Christmas break, taking the firm’s total to 22 deals in 2023.<\/p>\n","protected":false},"featured_media":1322,"template":"","insight-category":[3],"insight-tag":[],"acf":[],"yoast_head":"\nPerspective makes double acquisitions, one is brokered by Gunner & Co. - Gunner & Co<\/title>\n<meta name=\"description\" content=\"Perspective Financial Group completed two acquisitions before the Christmas break, taking the firm's total to 22 deals in 2023.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gunnerandco.com\/insights\/perspective-completed-two-more-acquisitions\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Perspective makes double acquisitions, one is brokered by Gunner & Co.\" \/>\n<meta property=\"og:description\" content=\"Perspective Financial Group completed two acquisitions before the Christmas break, taking the firm's total to 22 deals in 2023.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.gunnerandco.com\/insights\/perspective-completed-two-more-acquisitions\/\" \/>\n<meta property=\"og:site_name\" content=\"Gunner & Co\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-05T10:15:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/7.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/perspective-completed-two-more-acquisitions\/\",\"url\":\"https:\/\/www.gunnerandco.com\/insights\/perspective-completed-two-more-acquisitions\/\",\"name\":\"Perspective makes double acquisitions, one is brokered by Gunner & Co. - 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