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 several firms in order to get a feel of whether there is a ‘meeting of minds' in the way in which I seek to add value in the close, personal relationships I have with my clients. On too many occasions, I was somewhat underwhelmed.
"I am delighted to have found a company with a like-minded attitude and ethics in Perspective."
Perspective chief executive Ian Wilkinson said: "We are pleased to start 2023 with strong momentum which will lead to both the opening of new offices and growing existing ones. We have our biggest-ever pipeline of acquisitions, both large and small, and relish the opportunity to grow further at scale and pace.
"Perspective has been built around a culture of putting our clients at the centre of our decision-making process to ensure that we always deliver good client outcomes, as far back as our beginning in 2007. We always put ourselves in our clients' shoes first and foremost, so our vision and core values are perfectly aligned to the incoming Consumer Duty, as though the new Principle was written to match our entire ethos."
It's last acquisition was of East Sussex advice business Informed in December last year.
