Perspective acquires Charles Reynolds Associates

Laura Miller
clock

Perspective Financial Group acquires Charles Reynolds Associates, the eleventh firm to come under the consolidation vehicle's umbrella.

Headed by principal Charles Reynolds, the firm advises on pensions, investments, and insurance for individuals as well as targeted advice with on employee benefits. Annual turnover for the IFA is approximately £1m, with funds under management of £100m and £500k of recurring income. With this latest acquisition, Perspective's annualised turnover rises to £11m, funds under advisory and management rise to over £800m, with a recurring income of £6 million. The group has annualised earnings before interest, tax, depreciation and amortisation of £3.4m. Also, following a major refinanci...

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 profession

Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read
'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read