Perspective Financial Group (Perspective) is a independent financial planning and wealth management firm based in the United Kingdom. Founded in 2008, the company has grown to become one of the largest whole-of-market advice providers in the UK, with a network of 40 offices serving over 18,000 clients.Perspective generates revenue by providing comprehensive financial planning and investment management services to individuals, corporates, and trustees. The company's 'whole of market' approach ensures that clients receive impartial advice tailored to their specific needs. Perspective employs approximately 500 staff, including 140 financial advisers, and has consistently been listed in the FT's Top 100 Financial Advisers table since 2011.In December 2019, private equity firm CBPE Capital LLP (CBPE) made a significant investment in Perspective, partnering with the existing management team to support the company's growth strategy. During CBPE's investment period, Perspective experienced substantial growth, increasing its assets under management from £2.6 billion to £8.0 billion through a combination of organic growth and a focused buy-and-build strategy.Under CBPE's ownership, Perspective completed over 45 acquisitions, all of which have been fully integrated into the group to ensure consistently high standards of advice and compliance. The company's strong focus on regulatory best practice and client-centric culture has been a key driver of its success.In February 2024, CBPE announced that it had agreed to sell Perspective to US-based private investment firm Charlesbank Capital Partners, pending regulatory approval from the FCA. The sale represents a successful exit for CBPE, continuing the firm's strong track record of investing in the financial services sector.As Perspective enters this new phase of growth under Charlesbank's ownership, the company remains committed to its client-first ethos and aims to further expand its footprint to over 100 offices and at least 1,500 staff, cementing its position as one of the largest whole-of-market IFAs in the UK.