2nd February 2022
Perspective Financial Group Ltd (Perspective), the rapidly growing national financial planning firm, today announces it has completed the acquisition of Beanland Financial Services Ltd (Beanland) in Alcester, Warwickshire. It also welcomes Gary Cairns who joins as Regional Operations Director from Chase de Vere.
The Beanland deal adds 560 households as clients and around £160 million AUM to the Group, meaning the group achieves the £4 billion AUM milestone. This also opens up an additional location for Perspective giving the group 19 offices across the UK.
John Garvey and Colin Pritchard, Directors of Beanland Financial Services Ltd said: “We decided the best solution for our clients and our staff was to seek a merger with a larger partner and, after an exhaustive search, we are delighted to become part of Perspective. They clearly share our ethos, ethics and client focused approach. We are very confident this move will provide long term security to the provision of financial advice to our clients and career security for our staff. We are both delighted to remain as financial planners and to continue leading the office. As such, clients will notice relatively few changes other than our new name and branding. We are delighted that the rest of our team will also be joining Perspective.”
In a further step, Gary Cairns has been appointed to a new role of Regional Operations Director. Gary joins from Chase de Vere where he was Senior Manager in Yorkshire, leading the personal wealth division. Previously, Gary worked with HSBC and Bank of Scotland.
Gary said: “I am delighted to be joining Perspective at this exciting stage of the growth in the wider group. It was very clear in my discussions with Perspective that they lived the client first approach, with the whole team focused on achieving this. I look forward to working with the office principals and wider
leadership team on our growth plans for 2022 and beyond”.