View all newsletters
Receive our newsletter – data, insights and analysis delivered to you
  1. News
February 15, 2018

Old Mutual Wealth snaps up A&M Financial Services

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.

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.”

NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy


Thank you for subscribing to Private Banker International