Old Mutual Wealth (OMW) Private Client Advisers has acquired A&M Financial Services adding £40m assets under advice.
Clients of the Wiltshire-based financial planning business will be serviced from OMW Private Client Advisers' London office. OMW Private Client Advisers was created in 2015 and now has six regional...
'Failure to pay attention can result in enforcement'
200,000 LISAs opened so far
From June 2019
11 years since launch of three Chartered titles
Hired 200 extra operational staff