North West-based Chartered financial planners Astute Private Wealth has acquired the client assets of Knutsford-based Optimas Financial Planners for an undisclosed fee.
Astute, which has offices in Chester and Liverpool, specialises in face-to-face financial planning and investment management for high net worth and mass-affluent clients in the North West. Optimas co-director Alan McLaughlin will retire, while fellow co-director Cathryn Jones will continue her work at new employer Astute, and take on some of McLaughlin's clients. Jones said: "Alan and I are really happy to have found a partner who values client service, outcomes and relationships as much as we do. Alan is comfortable his clients will be well looked after here, and I'm excited to start...
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