Accountancy and professional services group DJH has signed a major joint venture described as an ‘important step’ in a strategy to help achieve £100 million in revenue by 2028.
The venture with Perspective Financial Group will give clients of Stoke-on-Trent-based DJH 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 extensive expertise in growing wealth tax-efficiently and in business exit planning to maximise what the owners take from the companies they’ve built.
Commenting on the creation of DJH Perspective Wealth Management, DJH CEO Scott Heath said: “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, so not linked to any specific products or packages. This means clients receive impartial, tailored advice that meets your exact needs.”
He continued: “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.”
DJH has 16 offices across England and Ireland.
The venture gives DJH the opportunity to gain immediate national infrastructure through Perspective Financial Group’s 60+ offices across the country and takes its brand into wealth management.
It has also been structured to be scalable, supporting the group’s acquisition strategy to break into the top 20 accountancy firms in the UK.
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.”
