Perspective Financial Group has added around £185m in assets under advice with the latest acquisitions of Whittington Goddard and Copthorne Financial Services.
In a statement today (2 September) the consolidator said the deals have upped the office count to 39 with 530 households coming on board as clients.
Founded in 2003 Whittington Goddard, based near Sheffield, will be known as Perspective (Whittington Goddard).
Whittington Goddard co-founder Richard Whittington said: “We decided to join Perspective following a number of meetings with members of the Board and senior management team.
“It was obvious that they shared our commitment to providing focussed face to face advice and this gave us confidence that our clients will be well served long into the future.”
Perspective has also acquired Egham-based Copthorne Financial Services whose clients will largely be served by Perspective’s Chesham office.
Copthorne Financial Services director Nick Blackford said: “I have been reviewing my ‘LifePlan’ over the last few years and wanted to make sure that my staff and clients would be looked after when I decided to retire from the financial services profession,
“It was important to me to find an acquirer who had the same professionalism, continuous service to clients, same culture, ethos and ethics as myself.”
Perspective CEO Ian Wilkinson said: “Both businesses ticked the boxes for us in terms of client-centricity, and our flexible deal structures has allowed both Richard and Nick to sell to us on terms that suit them.
“We look forward to a busy final quarter of 2024 and hope to continue to announce further high quality acquisitions in the coming months.”
