Perspective Financial Group has completed its first acquisition of 2023 with the purchase of Buckinghamshire-based Ian J Hunt Chartered Financial Planners for an undisclosed sum.
The firm will become part of Perspective’s nearby office in Woodstock, Oxfordshire.
The deal adds a further 70 households as clients and £37m ($46m, €42m) in assets under management (AuM).
The IFA group also announced that it has exchanged on a further eight acquisitions, all of which are now awaiting Financial Conduct Authority (FCA) approval.
Ian Wilkinson, chief executive of Perspective, said: “We are delighted that Ian J Hunt Chartered Financial Planners chose to become part of us.
“We are pleased to start 2023 with strong momentum which will lead to both the opening of new offices and growing existing ones. We have our biggest ever pipeline of acquisitions, both large and small, and relish the opportunity to grow further at scale and pace.
“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.”
In 2022, Perspective made 12 acquisitions with the last one coming in December with the purchase of Staffordshire-based Hunter & Co (IFA).
