Perspective Group  

Perspective looks to SPW for principal role

Perspective looks to SPW for principal role

Perspective Financial Group has poached from Schroders Personal Wealth for its latest hire, appointing Dan Stokoe as principal designate for Perspective North West.

Mr Stokoe joined the national financial planner and wealth manager in January as the top boss at the group’s office in Chorley, Lancashire.

He was previously head of Schroders Personal Wealth for the central and east region. Prior to Schroders, he spent 30 years with Lloyds Banking Group in senior management roles in wealth planning.

Ian Wilkinson, chief executive at Perspective, said: “We are delighted that Dan has joined us. This is a further step in delivering the group’s stated strategy of growth through both acquisitions and organic growth and we welcome him to the group.

“The north west region has considerable growth potential for us and we look forward to Dan
using his experience and expertise to help shape our developments in this area.”

Perspective has been on the acquisition hunt for more than a decade. Earlier this week, it secured its 39th acquisition since inception in 2008 when it bought Darlington-based financial planner Atkinson White Partnership.

At the end of 2019, it secured backing from private equity firm CBPE Capital to catapult its acquisition strategy and has recently revealed a buyout pipeline of more than 10 deals for the coming months.

Mr Stokoe said: “I am delighted to join Perspective at such an exciting time. I share the passion of the group in their client-centric and professional approach. 

“The highly qualified, professional team delivering independent advice to their clients is something that immediately attracted me to the Perspective brand which is growing quickly in reputation and visibility.”

Mr Stokoe said it had been “brilliant” to see how Perspective retained the benefit of local offices, which was a key factor in his decision to join the group alongside its “clear and impressive ambition”.

He added: “I look forward to working with my new colleagues across the Group as we combine our experience to drive the growth of the business.”

Schroders Personal Wealth is the recently launched advice venture between Schroders and Lloyds.

It has pursued a rapid expansion plan since its launch to the market in 2019, having already establishing 11 regional hubs this year and has been vocal about its ambitions to become one of the top three advice firms in the UK within the next five years.

In December FTAdviser revealed the firm was to cut jobs amid a structural shake-up as it moved forward to the next phase of its expansion.

imogen.tew@ft.com

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