Ian Wilkinson, CEO of Perspective.

Perspective makes 11th acquisition of the year with £100m East Sussex firm

Perspective Financial Group Ltd has announced that it has completed a further acquisition, its 11th this year, with the purchase of Informed Financial Advice Ltd in St Leonards-On-Sea, East Sussex.

Informed Financial Advice Ltd was founded in 2006 and has 480 households as clients and £100m AUM. It gives Perspective a further local office on the South Coast close to existing ones in Eastbourne, Canterbury and Maidstone.

Darryl Tribbeck, founder and director of Informed Financial Advice Ltd, commented: “Due to family obligations and health concerns, I decided the best solution for our clients and staff was to seek a merger with a larger partner who could not only provide access to the next generation of financial planners, but also help with the increasing regulatory burden.

“As you can imagine, I have not come to this decision lightly. I spoke with a number of different firms wanting to understand their approach to dealing with clients, what plans they would have for our existing staff and the future of our St Leonards office, things that were very important to me.

“One firm stood out, Perspective Financial Group. On meeting them I soon felt comfortable with their approach, their values, their professionalism, and their commitment to look after clients with as much care and attention to detail as we have done.”

Ian Wilkinson, CEO of Perspective, added: “We are delighted that Darryl Tribbeck chose to become part of us and welcome his team of financial planners and administrators to the Group.

“2022 has been an outstanding year for us, completing 11 acquisitions, almost one every month. In total, we have added six new offices, nearly 2,500 households as clients and £700m AUM.

“Perspective has been built around a culture of putting our clients at the centre of our decision making process to ensure that we always deliver good client outcomes, as far back as our beginning in 2007.

“We always put ourselves in our clients’ shoes first and foremost, so our vision and core values are perfectly aligned to the incoming Consumer Duty, as though the new Principle was written to match our entire ethos.

“Looking ahead to 2023, we have our biggest ever pipeline of acquisitions both large and small and relish the opportunity to grow further at scale and pace.”

By Matthew Neville – Correspondent, Bdaily

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