April M&A Update Press Release

April 2026 – Perspective Financial Group Limited (Perspective) has announced the completion of a further six acquisitions (a combination of strategic hubs and bolt-on acquisitions), taking the Group’s total to an impressive twelve acquisitions already completed this year and marking a strong start to 2026. 

The latest firms to join Perspective are: 

• Grosvenor Wealth Management Limited 

• Graham Investment Management 

• Professional Financial Centre (Cumbria) Limited 

• Sapphire Wealth Management 

• Belper Independent Financial Solutions 

• Throgmorton (Phil Taylor) 

These acquisitions collectively add £550 million in assets under advice, 10 financial planners and 3 new offices in Harpenden, Penrith and Belper. The firms are a combination of hub acquisitions, which further strengthen Perspective’s national footprint and client bank acquisitions, which reinforce our position as an excellent home for retiring advisers looking for a reputable, local partner for their clients after they have exited the industry. 

Commenting on the update, Ian Wilkinson, CEO of Perspective, said: 

“We welcome these latest acquisitions to Perspective. Each of these firms shares our commitment to delivering outstanding client outcomes, supporting advisers and building sustainable businesses. Their decision to join or partner with Perspective reinforces the strength of our proposition and the culture we are building together.” 

“We remain highly selective and disciplined in our approach to M&A, ensuring that we only partner with firms that share our culture and adhere to our transaction parameters. This ensures that all the firms that partner with Perspective can be confident that we are continuing to grow in the right way.” 

“With a robust pipeline and continued appetite from advisers looking to join the Group, we enter the remainder of 2026 with confidence and momentum, firmly positioned as one of the UK’s fastest growing and most trusted financial advice groups. With more than 50 recognised acquirers now active in the market, alongside numerous regional buyers, it has never been more important for vendors to understand the differences between potential partners. Thorough due diligence is essential, including assessment of an acquirer’s financial strength, long-term stability, access to future funding, sector expertise and commitment to genuinely client-centric, whole‑of‑market advice.” 

“At Perspective, we bring 18 years of experience and a proven track record of 138 completed acquisitions. Our dedicated in-house M&A team of over 50 professionals is focused on providing clarity, certainty and long-term security for business owners planning their next chapter.” 

“Having been through the acquisition process myself, I know how critical it is for vendors to move forward with confidence that their clients, people and legacy will be protected. My own deferred consideration was only paid 11 years after selling my business in 2008 due to factors beyond my control. Our model is designed to avoid that uncertainty, combining financial stability, deep sector experience and an unwavering commitment to client-centric advice.” 

Ben Anderton, Director of Grosvenor Wealth Management Limited, said: 

“I am delighted to partner with Perspective, whose values align closely with our long-standing commitment to our clients. For over 25 years, Grosvenor’s success has been built on delivering trusted, high-quality advice and this partnership with Perspective allows us to continue that legacy.” 

“Perspective’s determination to retain the existing customer-facing team and remain in our current location, ensuring continuity of service and client experience, was fundamental to our decision.” 

Peter Taylor, Director of Professional Financial Centre (Cumbria) Limited, said: 

“After initially engaging with 6 prospective acquirers, only one company met my three objectives: 1) no arbitrary change to clients’ investment proposition; 2) securing the future roles and opportunities for my staff and 3) retaining my office.” 

“I wanted a company who had a lot of experience in acquisitions and Perspective have been supportive through the transition.”