News

25
Jul

Perspective Financial Group makes its fourth acquisition of the year

Perspective Financial Group Ltd, the widely respected and progressive national financial planning and wealth management Group, has announced it has made a further acquisition – its fourth this year and 35th in total.

The Group has purchased Goodman Financial Planning based in Marlborough. The firm was founded and run by Peter Goodman, who is retiring after 25 years. It has £20 million of assets under management. Goodman Financial Planning will become part of the Group’s existing office in Marlborough.

Ian Wilkinson, Group Managing Director of Perspective Financial Group Ltd said: “This acquisition is consistent with our overall growth strategy to acquire quality client banks from retiring IFAs local to our existing office network, as well as opening new hubs in other carefully selected locations.

“It reinforces our position as the consolidator of choice for IFA’s looking to retire and exit the industry.

“We believe our offering for these types of business is very compelling with our strong client-centric, ethical approach providing an excellent home for the retiring IFA’s clients, and our appealing deal structure.”

Peter Goodman from Goodman Financial Planning commented:

“It was always going to be a difficult and emotional decision to retire as we felt a strong sense of responsibility towards our clients who we have got to know well over many years.

“However, having had a long standing professional relationship with Perspective’s office in Marlborough, I have seen at first hand their approach and am confident our clients will benefit from their additional expertise and greater resources. I have heard nothing but good reports about them from everyone I have spoken to.”

Gunner & Co. work with Perspective on IFA Business Sales, if you would like to understand their IFA valuation approach and proposition contact gwill.evans@gunnerandco.com

If you would like a broader knowledge of the process of selling your IFA business come to a Gunner & Co. seminar

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