Perspective Financial Group has announced nine new acquisitions of financial planning firms and added £900m in assets under advice to the group.

The latest deals have also added 2,100 households as clients and taken Perspective’s total to 116 acquisitions.

The nine acquisitions are for Square One Wealth Management, Barrie Hough Financial Services, Select Financial Solutions, Friendly Wealth Management, Clarendon Financial Planning, Clarendon FP LLP, Chapter Wealth Management, Paul Horton Financial Solutions and Inspirational Financial Planning.

Perspective also confirmed that the deals have added four new offices to the group, which are in Stockbridge in Hampshire, Uckfield in East Sussex, as well as Grimsby and Waltham, both in Lincolnshire.

“It has been a great start to 2025, and we are delighted to announce these nine acquisitions of client-centric financial planning businesses,” said Perspective CEO, Ian Wilkinson. “We very much welcome our new colleagues who have joined as part of these acquisitions, and we’re pleased to have several new office locations for Perspective across the country.

“We look forward to seeing what the remainder of 2025 brings for Perspective, and we hope that we continue to capitalise on our strong M&A momentum and pipeline. We are meeting both large and small firms and plan to continue growing at pace with our highly selective acquisition strategy.”

John Kelly from Square One Wealth Management added: “With ever increasing compliance, we decided after 22 years of looking after our family of clients to find a company that shared our core values but were large enough to support us into the future. We were delighted to choose Perspective as the ideal partner – one that aligns perfectly with our commitment to both our clients and our dedicated team.”

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