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CBPE Capital invests in UK-based wealth advisory business

British private equity firm CBPE Capital LLP announced its investment in Perspective Financial Group Ltd., following approval from the Financial Conduct Authority.

CBPE is partnering with Perspective's management, who are all re-investing in the business alongside CBPE with an aim to accelerate Perspective's expansion and growth.

Perspective is a U.K.-based financial planning and wealth advisory business, advising clients in areas ranging from retirement to corporate planning.

CBPE was advised by Zeus Capita in corporate finance matters, Mayer Brown in legal matters, PricewaterhouseCoopers for financial and tax items, LEK on the commercial side, Intechnica for IT, and AJ Gallagher for insurance. KPMG Corporate Finance and DWF Manchester office advised Perspective vendor shareholders.