Perspective Financial Group Ltd Acquires Nine UK Wealth Management Firms
April 1, 2025
Perspective Financial Group Ltd has completed nine acquisitions of local UK financial planning and wealth management practices — Square One Wealth Management; Barrie Hough Financial Services; Select Financial Solutions; Friendly Wealth Management; Clarendon Financial Planning; Clarendon FP LLP; Chapter Wealth Management; Paul Horton Financial Solutions; and Inspirational Financial Planning. The deals add approximately £900 million of assets under advice, 2,100 households and four new offices, as Perspective continues a roll-up strategy to scale its advisory platform and absorb regulatory/administrative costs for smaller practices.
- Buyers
- Perspective Financial Group Ltd
- Targets
- Square One Wealth Management, Barrie Hough Financial Services, Select Financial Solutions, Friendly Wealth Management, Clarendon Financial Planning, Clarendon FP LLP, Chapter Wealth Management, Paul Horton Financial Solutions, Inspirational Financial Planning
- Industry
- Wealth Management
- Location
- England, United Kingdom
- Transaction Type
- Buyout
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