Perspective buys Essex-based IFA in tenth acquisition of 2022

Latest purchase adds £70m AUM and 225 households to the group

Julia Bahr
clock • 2 min read

Perspective Financial Group has completed its tenth purchase this year with the acquisition of Goldwyns Wealth Management in Southend-on-Sea, Essex.

The deal adds 225 households as clients and £70m assets under management to the group. The latest addition brings Perpective's number of offices in the UK up to 23. Goldwyns, which has the majority of its clients across Essex and Greater London, was set up in 1989 and has operated under The Whitechurch Network since 2004. Goldwyns Wealth Management founders and directors Alan Harding and Paul Golding said: "We are proud that many of our client relationships go back over 30 years and often extend across several generations of a family. "Since we started looking at our succession pla...

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