Perspective Financial Group and DJH launch wealth management offering

Perspective Financial Group has signed a joint venture with accountancy and professional services group, DJH, to create a new wealth management offering.

DJH, which has 16 offices across England and Ireland, said the launch of DJH Perspective Wealth Management is an important step in a strategy to help achieve £100m revenues by 2028.

The move will immediately give the firm’s clients access to 200 wealth advisers in retirement planning, pensions and protection planning – all working alongside its existing team specialising in inheritance tax, trusts, and wills.

DJH also said the joint venture will give it the opportunity to gain immediate national infrastructure through Perspective’s offices across the country, which number of 60, as well as taking its brand into wealth management for the first time.

“This is a very exciting joint venture for us and creates a full solution offer for both our existing and new clients,” DJH CEO, Scott Heath, said.

“Perspective Financial Group shares similar values of trust, exceptional service and is completely independent, so not linked to any specific products or packages. This means clients receive impartial, tailored advice that meets your exact needs.”

CEO at Perspective, Ian Wilkinson, added: “This is a very exciting deal for our business, and we are delighted to be joining forces with such a trusted professional service group, resulting in decades of now combined specialised, multi-disciplined experience across a vast range of markets and sectors.

“Together we will be able to deliver a full spectrum of financial solutions tailored to every stage of a client’s growth and financial goals.”



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