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...
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
The government is "in daily contact" with industry figures over the pensions dashboard as it prepares for the roll-out and its feasibility report, Guy Opperman has said.
Organisation led by Johnny Timpson
From 1 April 2019
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