North West consolidator Astute buys Optimas FP
11th acquisition
The firm has been focusing on both organic and acquisitive growth since launch in 2010.
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...
More on Your profession
New Talent Awards Rising Star Daniel Martin talks taking on the family business
Launched new firm at 25
Sunak's apprentice pledge is 'encouraging' for profession - PFS
Scheme extended to 31 March 2021
Students win LIBF's Investor Challenge... plus more good news from this week
Good News Bulletin
How are advisers helping clients with redundancy during the pandemic?
Redundancies up more than 50% in Q3
Back to Top
More news
New Talent Awards Rising Star Daniel Martin talks taking on the family business
Launched new firm at 25
Adviser writes to local MP following FCA's warning over DB survey
Asking for apology
Shortlists revealed for Schroders UK Platform Awards
Ceremony online 15 December
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice
Schroders 'faces headwinds'
Sunak's apprentice pledge is 'encouraging' for profession - PFS
Scheme extended to 31 March 2021
