Thu, 26 Mar 2026 | BUSINESS SALE
Financial advisory firm Perspective Financial Group has continued its acquisitive growth at the start of 2026, acquiring six businesses during the first quarter of the year, with further deals on the horizon. The acquisitions significantly strengthen the group’s offering in a number of strategic locations.
The six firms to join Perspective during the first quarter of the year are Freedom Advice LLP, Mackrill Financial Management Limited, Clearwater Wealth Management LLP, Cockburn Lucas Independent Financial Consulting Limited, Crown Wealth Management Limited and Devonshire Wealth Management.
The acquisitions collectively add £825 million in assets under management (AUM) to the group, along with 12 financial planners and new offices in Ripponden, Nottingham, Shrewsbury and Central London.
Perspective CEO Ian Wilkinson said that the deals “add several new strategic locations, which will further enable our future growth plans and provide opportunities for the advisers and staff in these offices.”
The acquisitions of Leeds firm Freedom Advice LLP and Ripponden-based Mackrill Financial Management Limited significantly strengthen Perspective’s presence in Yorkshire, which Wilkinson described as a region that is central to the group’s growth plans.
Mike Horseman, director of Nottingham-based Cockburn Lucas Independent Financial Consulting said that the company had undergone “an intensive selection process” and hailed Perspective’s “well-resourced team and aligned interests and values."
Brian Benson, director of Shrewsbury firm Crown Wealth Management Limited, said that joining Perspective “strengthens our long-term growth and ensures we can continue delivering the high standard of service our clients rely on."
Graham Ponting, owner of London-based Clearwater Wealth Management LLP, said that the firm’s longstanding client relationships meant that “it was essential to find a partner who would look after them with genuine care and continuity.”
Perspective Financial Group is a national firm of market financial advisers, providing financial planning and wealth management advice services to corporates, individuals, families and trustees from offices across the UK.
The group is expected to announce further acquisitions over the coming weeks, with Ian Wilkinson saying: "We have started 2026 well from an acquisition standpoint, and we look forward to announcing further completed acquisitions in the next month or so. Our dedicated in-house M&A team now comprises some 50 individuals across the acquisition journey.”
When conducting a scaled-up acquisition strategy, integration is potentially the most vital process - Find out more in this exclusive insight
This is a unique opportunity to invest in a pioneering company at the forefront of private cask ownership within the rapidly growing premium spirits sector.
This established London-based specialist crime law firm, operating since 1985, offers a robust client base and a diverse work mix, with impressive CQS and Excel accreditations.
This London-based will writing company, holding an impressive 105,000 wills, is fully digitalised, providing extensive and paid services that ensure high client satisfaction and referral rates.
Looking for more businesses? Try our off-market tool.
Please choose your settings for this site below. For more information please read our Cookie Policy
These cookies are necessary for our website to function properly and provide you with access to all features.
These are analytics cookies that help us to improve the way our website works.
These are used to improve the functional performance of the website and make it easier for you to use.