Mike & Phil Stafford, Directors of Stafford Wealth Management Ltd in Hertford with 275 clients
said: “Exit planning is not something that can be done overnight and we spent several years plotting our exit route as we approached retirement.
“Part of the planning meant researching the succession marketplace to find a like-minded firm with similar values that would cherish our clients and staff as we do. We are delighted we have found that in Perspective and are confident our clients and staff are in safe hands for the future.”
John Burrill & Richard Hall, Directors of TCS Life and Pensions & The MGroup Financial Services Ltd in Oxford with 175 clients and £58 million AUM, and now part of Perspective’s existing office in Woodstock said: “We had several objectives when we began investigating our options for a possible merger or sale, which included looking for a ‘partner’ that would enable us to take all aspects of our business forward, including succession planning and a recognition of economies of scale. With their national network of offices, some of our far-flung clients can now more easily be seen face to face.
“Perspective, as a leading financial planning firm, has the team and culture to be able to do this. We feel they share our values and provide excellent client service which will deliver better outcomes for everybody. We like their emphasis on ‘local’ and ‘community’ which we regard as important factors in why clients chose us. We are confident we have made the right choice for both colleagues and clients, which will benefit their future prosperity.”
Andrew Whitehouse a financial adviser in Maidstone with 35 clients and £10 million AUM said: “I was introduced to Perspective at exactly the right time. Their values, approach to client service and people are exactly what I was seeking. I am very comfortable with handing over responsibility for looking after all my clients to their existing office in Maidstone.”
Kristian Murphy, Senior Compliance Manager who joins Perspective from EY in London and has relocated to Newcastle upon Tyne, Perspective’s largest office, said: “I am delighted to have joined Perspective at such an exciting time of growth and opportunity. When I decided to move from consultancy into industry, it was important for me to join an ambitious firm which genuinely puts its clients’ best interests first, but also had the depth of knowledge and expertise required to deliver.
“It was clear from early on in my discussions with Perspective that this was the case and that I’d be a good fit culturally. Since joining, I have been incredibly impressed with not only the quality of the people within the team, but also the strategy and operational set up of our acquisitions process. I believe we are set up for success and are in a strong position to acquire at pace.”
