Published
31st March 2026
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Perspective News
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Perspective Financial Group Limited (Perspective) is delighted to announce the acquisition of a further six respected financial planning firms in the first quarter of 2026 as part of its continued strategic expansion.
The six firms joining the group include Freedom Advice LLP, Clearwater Wealth Management LLP, Cockburn Lucas Independent Financial Consulting Ltd, Crown Wealth Management Limited, Devonshire Wealth Management and Mackrill Financial Management Limited.
These acquisitions collectively add £825m in assets under management, 12 financial planners, and new offices in Nottingham, Shrewsbury, Central London and Ripponden.
These additions reflect Perspective’s ongoing commitment to strengthening its national presence while preserving the client-first values that underpin trusted independent financial advice.
Ian Wilkinson, CEO of Perspective said:
“We are delighted to welcome the talented advisers, support teams, and valued clients from these highly regarded firms, and we thank them for choosing to partner with Perspective. We are also very pleased to add several new strategic locations, which will further enable our future growth plans and provide opportunities for the advisers and staff in these offices.
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, meaning we can appropriately support vendors, their staff and their clients in becoming part of Perspective.”
Mike Horseman, Director of Cockburn Lucas Independent Financial Consulting Ltd said:
“After a combined 83 years in the business of financial services, it’s fair to say we don’t get impressed easily. All that changed during the process of finding a suitable partner to ensure our succession plan could deliver a safe outcome for both our clients and team.
During an intensive selection process, we are delighted to have completed our transaction with Perspective and can honestly say the experience was positive from the outset, with a well-resourced team and aligned interests and values.
We are delighted with this outcome and look forward to being part of this exciting period of growth ahead for the group and our clients.”
Brian Benson, Director of Crown Wealth Management Limited said:
“We are delighted to be joining forces with Perspective after nearly 20 years of building a successful and trusted business.
This step strengthens our long‑term growth and ensures we can continue delivering the high standard of service our clients rely on. Perspective is a partner we have full confidence in, committed to protecting our clients’ interests and supporting their future.
Their thorough due diligence process speaks volumes about the calibre of firms welcomed into the group, and we are proud to become part of such a carefully selected community of professionals.
We have taken great care to ensure full continuity of service, with clients continuing to deal with the same dedicated and familiar team based at Cedar House in our Shrewsbury office.”
Graham Ponting, owner of Clearwater Wealth Management LLP said:
“Given the long-standing relationships I have with my clients, many of whom are also close friends, it was essential to find a partner who would look after them with genuine care and continuity. Perspective impressed me not only with their values and professionalism, but with the support they provided throughout the transaction and their clear commitment to my clients and staff going forward.”
