Perspective acquires IFA McGrath Rathbone

clock

IFA consolidator Perspective Financial Group has acquired Oxfordshire-based adviser firm McGrath Rathbone.

McGrath Rathbone has an annual turnover of £800k with approximately £100m of funds under management. It offers a range of financial services and has seven staff including four registered individuals. McGrath Rathbone director John Rathbone said: "With this deal we have not only secured the future of the firm but we have also joined a forward-thinking group." The deal takes the number of firms under the Perspective umbrella to 23. Managing director Damian Keeling (pictured) said the group would look to add more IFAs before the end of the year.    

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

Why psychological factors are critical for targeted support's success

Why psychological factors are critical for targeted support's success

Hidden diversity within segments

Greg B Davies
clock 14 November 2025 • 4 min read
Pre-Budget panic has 'got worse' with the current government

Pre-Budget panic has 'got worse' with the current government

‘Over the years the rumours have become more sensational’

Isabel Baxter
clock 14 November 2025 • 2 min read
Women in Financial Advice Awards 2025: Best pictures from the night

Women in Financial Advice Awards 2025: Best pictures from the night

Celebrating the best women in the industry

Professional Adviser
clock 14 November 2025 • 1 min read