Perspective follows up triple acquisition with biggest deal to date

Pictured, Nick Aston, Managing Director of Prosser Knowles, left, and Dan Stokoe, Regional Director of Perspective Financial Group, right

Perspective Financial Group has completed its largest acquisition to date, acquiring Prosser Knowles in a deal that adds around £400 million in assets under advice. The deal comes the same week that Perspective announced the triple acquisition of BLM Partnership Limited, Chiltern Consultancy Limited and Lloyd O’Sullivan Financial Services Limited.

Following this most recent flurry of activity, Perspective Financial Group, one of the most active consolidators in the busy wealth management M&A market, has now completed 17 acquisitions in 2025 so far, adding £1.8 billion in assets under advice, 73 employees and eight offices.

Post-acquisition, Prosser Knowles will be rebranded as Perspective (Prosser Knowles) with immediate effect. The acquisition of Prosser Knowles brings in 27 members of staff, including several who will take up group roles at Perspective following the integration, and two offices in Gloucester and Droitwich.

Perspective Chief Executive Ian Wilkinson called the acquisition “an important moment for our firm and a powerful testament to the hard work, dedication, and expertise of our entire M&A and integration teams.”

He continued: "In Prosser Knowles and the team, we have found a firm that is culturally aligned and built on the same client-centric philosophy as Perspective. We remain a whole of market financial planning firm at heart, and we hope and expect that both the clients and staff of Prosser Knowles will benefit from being part of our group in the long run.

Wilkinson added that Perspective would retain both Prosser Knowles offices post-acquisition, establishing them as new regional hubs to support the group’s future expansion.

Perspective’s Head of M&A Sam Ward said that being able to attract a firm of Prosser Knowles’ standing demonstrated the strength of the group’s “proposition to like-minded firms of any size.”

Ward continued: “Our partnership model allows firms like Prosser Knowles to become part of a larger organisation whilst retaining the culture and client relationships that have driven its strong performance to date, alongside sharing in the upside of continued growth.”

"As we continue to strengthen our M&A and integration capabilities, we were pleased to exchange after three months of exclusivity, supported by an efficient, in-house–led due diligence process.”

Prosser Knowles director Dale Gough said that the firm had sought a partner that shared its values while having the scale to support future growth, adding: “Perspective was the clear choice, being aligned with our commitment to both clients and our team.”

He continued: "We look forward to serving clients under the Perspective (Prosser Knowles) banner, benefiting from the advantages of being part of a larger group. With many years ahead in the sector, it was also important to me to join an organisation that offers meaningful opportunities for both Prosser Knowles and the wider group in the future."

90 per cent of IFAs and financial planners predict more M&A in the wealth management space

Share this article

Latest Professional and Financial Businesses for Sale

View more businesses for sale