DJH broadens offer with Perspective partnership

A Yorkshire-based professional services firm is broadening its offer as it accelerates plans for national growth through a new strategic partnership.

DJH, which has offices in Huddersfield, Leeds and Sheffield, has signed a joint venture with Perspective Financial Group to launch DJH Perspective Wealth Management. 

The move marks a significant step in the firm’s ambition to reach £100 million in revenues by 2028.

Bosses say the joint venture gives DJH clients access to around 200 experienced wealth advisers across Perspective Financial Group’s national network of more than 60 offices, covering areas such as retirement planning, pensions and protection.

This strengthens DJH’s existing services in inheritance tax, trusts, wills and probate and represents the firm’s first step into wealth management under its own brand.

The partnership also expands DJH’s capabilities in tax-efficient wealth growth and business exit planning, supporting business owners looking to maximise value from the companies they have built.

Scott Heath, chief executive of DJH, 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.”

Scott added: “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.

“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.”

The joint venture has been structured to scale alongside DJH’s wider acquisition-led growth strategy, supporting its longer-term aim of breaking into the UK’s top 20 accountancy firms while offering clients a broader, joined-up advisory service.

Ian Wilkinson, chief executive 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.”

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