Thu, 18 Dec 2025 | BUSINESS SALE
Wealth management consolidator Perspective Financial Group has ended the year with a triple acquisition that brings in a further £650 million in assets under management (AUM), 1,800 client households and 36 staff.
Lancashire-headquartered Perspective, one of the most active consolidators in the UK’s wealth management market, has acquired BLM Partnership Limited, Chiltern Consultancy Limited and Lloyd O’Sullivan Financial Services Limited. The three acquisitions add to the group’s growing presence across the UK, with offices retained in Oulton, Stokenchurch and East Molesey respectively.
Announcing the acquisitions, Perspective Chief Executive Officer Ian Wilkinson said that each of the three acquired firms shared the group’s “commitment to exceptional financial planning and client-focused service.”
He continued: “Our expanding support and integration teams continue to work closely with all new acquisitions to ensure a seamless transition for clients and staff.”
Wilkinson added that 2025 had been an “outstanding year for Perspective, and we remain firmly focused on selecting businesses that align with our client-centric culture and core values.”
Perspective’s Head of M&A Sam Ward (pictured above) said that the group would support the continued growth of the acquired firms as part of the group, adding that the group had retained all non-retiring staff members at each company and were maintaining their local office presence.
Ward added: “With a strong and active pipeline, we are excited about welcoming additional high-quality firms into Perspective in 2026.”
BLM Partnership Limited director Chris Malkin said that, with two of three shareholders exiting the business, the company’s aim was to “join a firm that shared our values and ethos, had the resources to further develop client services, and could provide long-term security for our people.” Malkin stated that, after receiving many approaches, Perspective was chosen from a shortlist of suitors based on “our shared principles”.
Chiltern Consultancy director Mike Foster said that the firm had joined Perspective after “having undertaken extensive research into the UK’s active acquirers and identifying a strong alignment in values and client-first practices.”
Foster added that the acquisition by Perspective would “ensure the continued delivery of high-quality advice and related services to our clients, while also creating significant opportunities for career development and progression for our team.”
Lloyd O’Sullivan director Michael O’Sullivan said that the owners had opted to step back from the business following three decades in the profession, adding that joining Perspective would provide “the scale, expertise and long-term support needed for the firm’s next chapter”.
Read more about ongoing consolidation in the UK wealth management space:
Private equity driving ongoing IFA consolidation
90 per cent of IFAs and financial planners predict more M&A
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