Fast growing whole of market Financial Planner and wealth manager Perspective Financial Group has completed three acquisitions of financial advisory businesses.

It said this week that the three takeovers will add £650m in assets under management, 1,800 households as clients and 36 new employees.

The acquired firms are: BLM Partnership Limited, Chiltern Consultancy Limited and Lloyd O’Sullivan Financial Services Limited. Chiltern Consultancy's sale was brokered by Chapters Capital.

Lancashire-based Perspective says the firms will add to its national footprint and offices will be retained in Oulton (BLM), Stokenchurch (Chiltern) and East Molesey (Lloyd O’Sullivan).

Perspective has more than 690 staff, 50 local offices and 180 Financial Planners, a quarter of whom are qualified to Chartered level or above. It has £11bn of AUA.

Last year Perspective announced a new lead private equity investor, Charlesbank Capital Partners. Charlesbank succeeded previous private equity investor CBPE Capital LLP. The Perspective management team will remain shareholders alongside Charlesbank, a US-based private equity firm based in Boston, Massachussets.

Perspective CEO Ian Wilkinson said: “This year has been an outstanding year for Perspective, and we remain firmly focused on selecting businesses that align with our client-centric culture and core values.”

Sam Ward, head of M&A at Perspective, said: “In each case we are pleased to have retained all non-retiring staff members and maintaining the local office presence for clients and staff. With a strong and active pipeline, we are excited about welcoming additional high-quality firms into Perspective in 2026.”

Chris Malkin, director of BLM, said “As two of the three shareholders exited the business, our priority - reflecting the long-standing loyalty of our clients and staff - 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.”

Mike Foster, director of Chiltern Consultancy, said: “I am delighted to have joined Perspective Financial Group Limited, having undertaken extensive research into the UK’s active acquirers and identifying a strong alignment in values and client-first practices.”

Michael O’Sullivan, director of Lloyd O’Sullivan, said: “Since founding the business in 1993, we have taken great pride in supporting our clients and in building a team whose commitment, professionalism and loyalty have been central to our success. We are sincerely grateful to our clients and staff for their continued trust and dedication.

“After more than three decades in the profession, we have decided to step back from the business. Throughout this process, our priority has been to ensure continuity, stability and a secure future for our clients and employees. Joining the Perspective group provides the scale, expertise and long-term support needed for the firm’s next chapter, and we are confident that Perspective shares the values on which our business was built.”

Perspective Financial Group has acquired over 121 firms since 2008, including 29 acquisitions it made in 2024 and at least 17 so far this year.

Recent acquisitions:

In August Perspective acquired 5 firms 

In April Perspective reported that it had completed nine acquisitions this year, adding £900m in assets under advice.

Perspective completed five acquisitions in December 2024, adding £375m of assets under advice.