Perspective Financial Group has acquired Southend-on-Sea-based Goldwyns Wealth Management for an undisclosed sum.
This is Perspective’s 10th acquisition of 2022.
The deal gives the IFA group an office in southeast Essex, with a total of 23 locations around the UK, as it adds 225 households as clients and £70m ($79m, €80m) assets under management.
Goldwyns was established in 1989 and has operated under The Whitechurch Network since 2004.
Ian Wilkinson, chief executive of Perspective, said: “This latest acquisition extends our reach of local offices into Essex, complementing our long-established location at Braintree.
“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.”
Most recently, Perspective acquired advice businesses Esk Valley Financial Services, the practice of Jeff Thurlbeck and Paul J Flynn for an undisclosed sum.
