OMW adds £205m adviser to national firm

Will operate as a regional office

Victoria McKeever
clock • 1 min read

Old Mutual Wealth's (OMW) national advice firm OMW Private Client Advisers has acquired Cumbria-based financial planning firm Dodd Murray, adding £205m of assets to its books.

The deal will see three of Dodd Murray's advisers join the business, as well as additional support staff.  Dodd Murray's Carlisle office will become a regional office of OMW Private Client Advisers, alongside its existing Chester, London, Devon, Birmingham and Yorkshire premises. Following completion of the acquisition, Dodd Murray managing director Chris Fuller will become a regional director at the national. Dodd Murray was formed in 2007 when Dodd Financial merged with Murray & Fuller, both firms with an established presence in the region. Fuller said: "Becoming part of Old M...

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

Investment platform TILLIT to shut down

Investment platform TILLIT to shut down

No new accounts can be opened and it will close on 12 September

Sorin Dojan
clock 26 June 2025 • 1 min read
First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read
Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read