Perspective buys Essex-based IFA in tenth acquisition of 2022

Latest purchase adds £70m AUM and 225 households to the group

Julia Bahr
clock • 2 min read

Perspective Financial Group has completed its tenth purchase this year with the acquisition of Goldwyns Wealth Management in Southend-on-Sea, Essex.

The deal adds 225 households as clients and £70m assets under management to the group. The latest addition brings Perpective's number of offices in the UK up to 23. Goldwyns, which has the majority of its clients across Essex and Greater London, was set up in 1989 and has operated under The Whitechurch Network since 2004. Goldwyns Wealth Management founders and directors Alan Harding and Paul Golding said: "We are proud that many of our client relationships go back over 30 years and often extend across several generations of a family. "Since we started looking at our succession pla...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 11 April 2025 • 1 min read
Professional Adviser TV: Essential tax updates IFAs need to know

Professional Adviser TV: Essential tax updates IFAs need to know

PA sits down with AJ Bell's Rachel Vahey to tackle all things tax

Professional Adviser
clock 11 April 2025 • 1 min read
How a WhatsApp group grew into an advice consultancy

How a WhatsApp group grew into an advice consultancy

The Financial Planning Club co-founders on launching and advisers’ biggest challenges

Jen Frost
clock 10 April 2025 • 6 min read