We’re excited to share some significant news about the next phase of our growth journey. We’ve just signed a joint venture with Perspective Financial Group to create DJH Perspective Wealth Management – a move that represents an important milestone in our strategy to reach £100m revenues by 2028.
This partnership immediately gives our clients access to 200 experienced wealth advisers specialising in retirement planning, pensions and protection planning. They’ll work seamlessly alongside our existing team of inheritance tax, trusts, wills and probate specialists to deliver a truly comprehensive service.
“This is a very exciting joint venture for us and creates a full solution offer for both our existing and new clients,” explained Scott Heath, our CEO.
“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.”
The partnership gives us immediate national infrastructure through Perspective Financial Group’s 60+ offices across the country. It also marks our first move into wealth management under the DJH brand – something we believe will be transformative for our clients.
Scott added: “It’s all about enhancing the client experience. With this new approach under DJH Perspective Wealth Management, your accountant, tax adviser, and wealth adviser are working as one team with a complete view of your financial picture.
“Add in the DJH Estate Planning team for tax, wills, trusts, and powers of attorney, and you have a full solution partner by your side.”
Whether you’re looking at growing your wealth tax-efficiently or planning your business exit to maximise what you take from the company you’ve built, we now have the expertise in-house to support you every step of the way.
Ian Wilkinson, CEO of Perspective Financial Group, added: “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.
“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.
“Both businesses have ambitious growth plans, and this joint venture will support us in achieving our goals.”
