OMW advice arm acquires Saint & Co advice business

£100m of AUA

Tom Ellis
clock • 1 min read

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 Private Client Advisers after it snapped up a Wiltshire-based firm in February and a Scottish IFA in May. Saint & Co partner and adviser Phillip Dillon, adviser Trevor Iredale and a support team will all join OMW Private Client Advisers' Cumbria office.  "Philip and Trevor bring high-quality expertise along with an experienced support team to Old Mutual Wealth Private Client Advisers," said O...

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

Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Team confirms WH Ireland acquisition creating £2bn wealth and asset manager

Headquartered in Jersey

Jenna Brown
clock 27 November 2025 • 1 min read
PhillipCapital eyes Walker Crips takeover with £6m bid

PhillipCapital eyes Walker Crips takeover with £6m bid

Amid significant regulatory, compliance and liquidity challenges

Isabel Baxter
clock 24 November 2025 • 3 min read
The Penny Group takes majority stake in £350m AUM advice firm

The Penny Group takes majority stake in £350m AUM advice firm

Will integrate with Harridge Financial Services over a three-year timeframe

Isabel Baxter
clock 21 November 2025 • 2 min read