Fast-growing Financial Planning firm Perspective Financial Group reported today that it has completed nine further acquisitions this year, adding £900m in assets under advice.

The deals for undisclosed suns, have added 2,100 households as clients and four additional office locations in Stockbridge in Hampshire, Uckfield in East Sussex, Grimsby and Waltham (both in Lincolnshire), the firm said.

The deals have brought the group’s total number of acquisitions since being formed in 2008 to 116, including the 29 acquisitions it made in 2024.

The nine acquisitions made so far in 2025 are:

• Square One Wealth Management of Shortbridge, Uckfield in East Sussex;

• Barrie Hough Financial Services of Burslem, Stoke-on-Trent;

• Select Financial Solutions of Sedgefield, Stockton-on-Tees;

• Friendly Wealth Management of Stafford;

• Clarendon Financial Planning of Stockbridge, Hampshire and

• Clarendon FP LLP, also of Stockbridge, Hampshire;

• Chapter Wealth Management of Chorley;

• Paul Horton Financial Solutions of Grimsby; and

• Inspirational Financial Planning of Bath.

Sir Frederick Hervey-Bathurst, director of Clarendon Financial Planning, now known as Perspective (Clarendon), said: “After 30 years of serving clients we have found a partner we can trust to look after our clients’ interests in the future. Partly due to the continuing increase in regulatory administration and costs, we felt that we needed to find a larger firm who could help us with that burden.”

John Kelly of Square One Wealth Management said: “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.”

Ian Wilkinson, chief executive of Perspective said: “It has been a great start to 2025 with these nine acquisitions of client-centric Financial Planning businesses. 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.”

Perspective completed five acquisitions in December, adding £375m of assets under advice.

Perspective now has 690 staff, more than 50 local offices and 180 Financial Planners, a quarter of whom are qualified to Chartered level or above, and £11bn of Assets under Advice.