DJH, which has offices in Huddersfield, Leeds and Sheffield, has partnered with Perspective Financial Group to create DJH Perspective Wealth Management.
The move will immediately give the firm’s clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning – all working alongside its existing team of inheritance tax, trusts, wills and probate specialists.
There will also be 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,” said Scott Heath, CEO of DJH.
“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.”
Headded: “It’s a 50/50 deal with both sides 100 per cent committed to making DJH Perspective Wealth Management an overwhelming success and a key vehicle to both businesses scaling at the pace we want to.
Ian Wilkinson, CEO of Perspective Financial Group, said: “This is a very exciting deal for our business, and 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.”
