Accountancy and professional services group DJH has signed a joint venture with Perspective Financial Group to offer a wealth management service.
DJH, which has 16 offices across England and Ireland, has partnered with Perspective to create DJH Perspective Wealth Management which forms part of its strategy to achieve £100mn revenues by 2028.
This development will give the firm’s clients access to 200 wealth advisers in retirement planning, pensions and protection planning — all working alongside its existing team of inheritance tax, trusts, wills, and probate specialists.
The joint venture will allow access to expertise in growing wealth tax-efficiently and in business exit planning.
“This is a very exciting joint venture for us and creates a full solution offer for both our existing and new clients,” DJH CEO, Scott Heath, explained.
“Perspective Financial Group shares similar values of trust, exceptional service and is completely independent, so not linked to any specific products or packages.
“This means clients receive impartial, tailored advice that meets your exact needs.
“It’s a 50/50 deal with both sides committed to making DJH Perspective Wealth Management an overwhelming success and a key vehicle to both businesses scaling at the pace we want.”
DJH also pointed out the venture provides the opportunity to gain national infrastructure through Perspective’s 60 offices across the country.
Perspective Financial Group CEO, Ian Wilkinson, added: “We are delighted to be joining forces with such a trusted professional service group, resulting in decades of now combined specialised, multi-disciplined experience across a vast range of markets and sectors.
“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.
“DJH has a fantastic network of clients, who could all benefit from the wealth management services we provide. Together and by offering a single solution, we firmly believe we’ll add real value.”
tom.dunstan@ft.com
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