Old Mutual Wealth Private Client Advisers has acquired the Cheshire-based advice firm JW Financial Planning.
The acquisition will add more than £100m in assets under advice and will see two support staff and two advisers join Old Mutual Wealth Private Client Advisers. The firm will form part of its acquirer's...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created