Perspective acquires Thame-based Chartered planning business

First acquisition of 2023 for consolidator Perspective

Jenna Brown
clock • 1 min read

Perspective Financial Group (Perspective) has acquired Thame-based Ian J Hunt Chartered Financial Planners in its first buyout of the year.

The deal adds about 70 clients and £37m in assets under management to the national advice business. The group said it had exchanged on a further eight acquisitions which are due to complete following Financial Conduct Authority approval. Ian J Hunt Chartered Financial Planners founder and director Ian Hunt said: "After just over 35 years as a financial adviser, now has become the right time for me to retire. It has been a privilege to help many clients during my career. "I have had many approaches over the years and whilst the timing was never perhaps entirely right, I have spoken ...

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