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Dominic Rose: “Philip and Trevor bring high-quality expertise along with an experienced support team to Old Mutual Wealth Private Client Advisers."
Old Mutual Wealth Private Client Advisers has acquired the advisory arm of Carlisle-based accountancy business Saint & Co.
The deal will add £100m of assets under advice (AUA) to the life company's national financial planning business and take it over the £2bn AUA mark. It is the third acquisition of 2018 for OMW P...
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