Old Mutual Wealth acquires JW Financial Planning

The acquisition will add more than £100m in assets under advice and will see two support staff and two advisers join Old Mutual Wealth Private Client Advisers. The firm will form part of its acquirer's north-west region and will be overseen by regional director Sarah Waring. The firm's north-west regional hub, currently based in Chester, will soon relocate to new offices in the City having outgrown its current premises. Old Mutual Wealth Private Client Advisers, which was launched in 2015, said it aimed to have more than £1bn in assets under advice and in excess of 40 employed advisers ...