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Deal sealed! Greenwoods advises Perspective Financial Group on their latest acquisition

Francesca Jus-BurkePhilippa Sturt, Stephen Jarvis, Claire Banks, Tom Butler and Nicolle Trust of our Corporate & Commercial team were delighted to advise Perspective Financial Group Limited (Perspective) on its acquisition of the assets of Bayham Wealth LLP, a financial planning firm.  The deal completed on Thursday 31 July 2025.

Perspective is an acquisitive financial planning and wealth management business, that has been acquiring and integrating firms since 2008 that share their commitment to delivering exceptional financial planning services and client care.

Francesca Jus-Burke, Managing Associate said: “It has been great working with team at Perspective on their recent deal and supporting them on their acquisition trail.”

Jodi Oosthuizen, Legal Counsel, Perspective said: “It was a pleasure to work with the team at Greenwoods and we’re grateful for their support in helping us complete this acquisition in line with our strategic growth plans.”

 Find out more about our Corporate & Commercial team here.

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This update is for general purposes and guidance only and does not constitute legal or professional advice. You should seek legal advice before relying on its content. Greenwoods Legal Services Limited is a Limited company, registered in England, registered number 16115882. Our registered office is Queens House, 55-56 Lincoln’s Inn Fields, London, WC2A 3LJ. Authorised and regulated by the Solicitors Regulation Authority, SRA number 8011813. Details of the Solicitors’ Codes of Conduct can be found at www.sra.org.uk. All instructions accepted by Greenwoods Legal Services Limited are subject to our current Terms of Business. VAT Reg No: 502 6933 06




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