Old Mutual Wealth buys Cheshire advice firm

Added 17th November 2016

Old Mutual Wealth Private Client Advisers has added another name to its growing list of acquisitions in JW Financial Planning, a Cheshire-based advice firm.

Old Mutual Wealth buys Cheshire advice firm

JW’s client base includes a number of high-net-worth accounts and will also see two advisers and two support staff move across to the Old Mutual Wealth business.

At the end of November, Old Mutual Wealth Private Client Advisers will complete its acquisition of Beaumont Robinson following the purchase of DQS in October.

By the end of 2016 the business aims to have over £1bn in assets under advice and more than 40 advisers on its staff.

Also acquisitive, JW was launched in 2006 and in 2013 picked up the Whitehead Group. It now has over £100m in assets under advice and intends to continue its growth plans while building its network of professional connections in the region.

Old Mutual’s Sarah Waring, will oversee the JW business as it falls within her remit as North West regional director.

The regional hub in Chester will move to a new location in the City of London.

Nigel Speirs, Old Mutual Wealth Private Client Adviser managing director, said: “This is another important milestone for Old Mutual Wealth Private Client Advisers, and adds to our growing presence in the North West.

“It has been a particularly exciting month, with the business gaining significant momentum by finalising some important acquisitions. We are really proud of what we have been able to achieve over the last year and we are excited about what the future holds.

“It is fantastic to be able to mark year two of our journey by welcoming clients and staff from JW into Old Mutual Wealth Private Client Advisers.”


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