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 ...

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 good advice relies on asking difficult questions

Why good advice relies on asking difficult questions

Difficult questions a 'core feature' of good advice

Ahmed Bawa
clock 21 November 2025 • 4 min read
Advice firm revenues hit £6bn in 2024 but job numbers fall

Advice firm revenues hit £6bn in 2024 but job numbers fall

Retail investment adviser posts across all firms fell to 37,441

Isabel Baxter
clock 21 November 2025 • 2 min read
Feel Good Friday: Castlefield sponsors and takes part in annual sleepout

Feel Good Friday: Castlefield sponsors and takes part in annual sleepout

Event has raised £28,334 so far

Professional Adviser
clock 21 November 2025 • 1 min read