OMW adviser arm snaps up Wiltshire-based IFA

Adds £40m AUA

Victoria McKeever
clock • 1 min read

Old Mutual Wealth (OMW) Private Client Advisers has acquired A&M Financial Services adding £40m assets under advice.

Clients of the Wiltshire-based financial planning business will be serviced from OMW Private Client Advisers' London office. OMW Private Client Advisers was created in 2015 and now has six regional hubs across the country. It was established to serve affluent and high net worth individuals and their families. More than a third (38%) of its clients have in excess of £1m in personal wealth with the national financial advisory business. The firm employs more than 50 financial advisers in the UK and continues to grow. This includes the recruitment of new entrants to the financial plann...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Tavistock acquires asset manager and moves forward with Saltus advice sale

Tavistock acquires asset manager and moves forward with Saltus advice sale

Will receive £22m by 2 December

Isabel Baxter
clock 22 November 2024 • 2 min read
The Penny Group adds £90m of assets with Surrey planning firm buy

The Penny Group adds £90m of assets with Surrey planning firm buy

Chartered firm snaps up Whiting Financial

Isabel Baxter
clock 20 November 2024 • 2 min read
FSCS declares Stoke-on-Trent advice firm failed for pension transfer advice

FSCS declares Stoke-on-Trent advice firm failed for pension transfer advice

Norrix Financial Services was dissolved this month

Isabel Baxter
clock 20 November 2024 • 1 min read