Perspective Financial Group
Personal financial management
Year of Investment
2024
Sector(s)
Business & Consumer Services
Status
Current
Website
pfgl.co.uk(Link opens in new window)Headquarters
Chorley, United Kingdom
Team
Perspective Financial Group is a leading UK independent financial adviser (IFA) firm with approximately £8.0 billion in Assets Under Advice. The Company provides comprehensive financial planning services, as well as investment management services through its Cambridge affiliate. Perspective has achieved strong historical growth through a combination of organic initiatives and a programmatic tuck-in acquisition strategy. The Company has approximately 535 staff, including 145 financial planners, operating out of nearly 40 offices across the United Kingdom. (Figures as of closing in May 2024)
Investment Summary
Charlesbank invested in Perspective in 2024, alongside the Company’s management team who remain significant shareholders. The transaction is the result of a multi-year thematic initiative in the UK wealth management market focused on client-centric, advice-focused platforms, which leveraged our deep experience in US wealth management and its registered investment advisor (RIA) segment. We believe that our partnership will enable Perspective to scale its M&A activity, further enhance organic growth, and strategically invest in central operations to continue scaling the platform.