Old Mutual Wealth Private Client Advisers has purchased A&M Financial Services, a Wiltshire-based financial planning firm, for an undisclosed sum.
Set up in 2015, the consolidator has expanded across the nation through multiple acquisitions and organic recruitment growth.
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The transaction adds £40m in assets to the consolidator, which currently has six regional hubs and over 50 financial advisers across the UK.
A&M clients will now be serviced from the consolidator’s London office.
Commenting on the acquisition, Old Mutual Wealth Private Client Advisers director Dominic Rose said: “A&M is a firm that has focused on providing a personalised service in London and the South East of England, making it a good cultural fit with Old Mutual Wealth Private Client Advisers and our commitment to providing exemplary client service.”
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