Two major players in the UK's professional services sector have joined forces to create a new national wealth management offering. Perspective Financial Group, headquartered in Chorley, has entered into a strategic partnership with the fast-growing accountancy and advisory firm DJH.
A Strategic Move for Ambitious Growth
The new entity, to be known as DJH Perspective Wealth Management, is a central part of DJH's strategy to achieve revenues of £100 million by 2028. For DJH, which is backed by private equity firm Tenzing, the partnership provides instant national scale through Perspective's network of more than 60 offices across the UK.
Scott Heath, CEO of DJH, emphasised the strategic fit, stating: "This is a very exciting joint venture for us and creates a full solution offer for both our existing and new clients. Perspective Financial Group shares similar values of trust, exceptional service and is completely independent." He confirmed the deal is structured as a 50/50 partnership, with both sides fully committed to its success.
Expanding Client Services Nationally
The joint venture will significantly enhance the service portfolio available to clients of both firms. DJH's extensive client base will now gain access to over 200 wealth advisers from Perspective, specialising in areas like retirement planning and pensions. This complements DJH's own in-house expertise in inheritance tax, trusts, wills, and probate.
For Stoke-on-Trent-based DJH, which has eight offices in the North West and others in Yorkshire, Bexley, and Dublin, the alliance is a key step in its acquisition-led growth strategy. The firm has completed 16 acquisitions in the last four years, including three former Haines Watts offices in the North West in 2025.
Combined Expertise for a Full Financial Solution
Ian Wilkinson, CEO of Perspective Financial Group, founded by entrepreneur Paul Hogarth in 2008, highlighted the synergies. "We are delighted to be joining forces with such a trusted professional service group," he said. "Together we will be able to deliver a full spectrum of financial solutions tailored to every stage of a client’s growth and financial goals."
Wilkinson added that DJH's impressive client network stood to benefit greatly from Perspective's wealth management services. Both leadership teams stated that the joint venture is a direct response to their ambitious growth plans and will serve as a crucial vehicle for scaling their operations at a desired pace.
