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...

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