North West consolidator Astute buys Optimas FP

11th acquisition

Hannah Godfrey
clock • 1 min read

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...

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 Your profession

Government's FOS reforms 'a mixed bag'

Government's FOS reforms 'a mixed bag'

Some changes appear to be ‘lacking in any substance,’ commentators say

Isabel Baxter
clock 16 July 2025 • 4 min read
PA360 North: First speakers revealed!

PA360 North: First speakers revealed!

Event returns to Warrington later this year

Professional Adviser
clock 16 July 2025 • 1 min read
FCA fines Barclays £42m over anti-money laundering failings linked to WealthTek

FCA fines Barclays £42m over anti-money laundering failings linked to WealthTek

Bank accused of missing basic due diligence checks as £34m was deposited into WealthTek client account

Sahar Nazir
clock 16 July 2025 • 2 min read