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10/05

Old Mutual Wealth Private Client Advisers is today pleased to announce the acquisition of Maestro Financial Services (Maestro). 

06/04

Old Mutual Wealth Private Client Advisers has agreed the acquisition of Shropshire-based Infiniti Financial Planning (Infiniti). 

15/03

Old Mutual Wealth Private Client Advisers today announces it will establish a new Birmingham office with the acquisition of Premier Planning and Premier Wealth (Premier). 

17/11

Old Mutual Wealth Private Client Advisers is today announcing the acquisition of JW Financial Planning, the Cheshire-based advice firm.

16/09

Old Mutual Wealth Private Client Advisers is today pleased to announce the appointment of Dominic Rose to lead the firm’s growth strategy in London.

08/08

Old Mutual Wealth Private Client Advisers, the financial planning business leveraging Old Mutual Wealth’s expertise in advice, investments and platform solutions, is today pleased to announce the acquisition of West Yorkshire based financial planning firm, Beaumont Robinson. 

15/06

Old Mutual Wealth Private Client Advisers, the appointed representative of Intrinsic offering restricted financial planning services that leverage Old Mutual Wealth’s investment capability across Quilter Cheviot and Old Mutual Global Investors, has reached an agreement to acquire financial planning firm, DQS Financial Management. 

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