Consolidator Perspective makes it 22 buys in three years

The Wilmslow-based group has acquired Shirebrook Wealth Management (formerly Shirebrook Financial Services), based in Lancashire, and Austyn James Consulting, based in Buckinghamshire. Shirebrook has five registered individuals (RIs) and eight other staff members who manage client funds worth £110m, generating an annual turnover of £1.2m. Austyn James Consulting, whose director Austyn Smith is its sole RI, has an annual turnover of £1.2m and about £70m funds under management. Perspective Financial, formed in 2008, offers the principals of IFA businesses exit strategies, retirement ...