PE Deals

CBPE-backed Perspective Financial snaps up Goldwyns Wealth

The acquisition is Perspective’s tenth of 2022 and follows on from Perspective's recent acquisition of Esk Valley Financial Services in October.

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  • The deal adds £70 million in assets under management to Perspective
  • Perspective is a firm of financial planners and wealth managers with a network of offices throughout the UK
  • The acquisition sees Perspective’s number of local offices in the UK reach 23

CBPE-backed Perspective Financial Group announced it has completed its 10th acquisition of 2022 with the purchase of Goldwyns Wealth Management.

Goldwyns, based in Southend-on-Sea, England, is a firm of financial planners and wealth managers with a network of offices throughout the UK. The deal adds £70 million ($79 million; €80 million) in assets under management to Perspective and raises its number of local offices in the UK to 23.

“We have our biggest ever pipeline of acquisitions both large and small over the next 18 months and relish the opportunity to grow Perspective at scale and pace,” said Ian Wilkinson, CEO of Perspective. “This latest acquisition is further evidence of our ability to implement our vision.”

Perspective is a financial planning and wealth advisory business that employs over 180 staff. The company is headquartered in Chorley and has been backed by CBPE since December 2019.

CBPE invests in UK mid-market businesses with an enterprise value of up to £150 million. It was founded in 1984 and is headquartered in London.

The deal follows Perspective’s recent acquisition of Esk Valley Financial Services in October.