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

Professional Adviser TV: Creative ways to tackle the advice gap

Professional Adviser TV: Creative ways to tackle the advice gap

With Octopus Money CEO Ruth Handcock and financial adviser Kristian Manton

Professional Adviser
clock 25 April 2025 • 1 min read
Economic secretary confirms wholesale ISA review as experts demand sweeping reform

Economic secretary confirms wholesale ISA review as experts demand sweeping reform

LISA reform front and centre

Beth Brearley
clock 24 April 2025 • 2 min read
 MorganAsh introduces customer support tracking to vulnerability platform

MorganAsh introduces customer support tracking to vulnerability platform

Recording suggested next steps

Jaskeet Briah
clock 24 April 2025 • 2 min read