Old Mutual Wealth Private Client Advisers buys JW Financial Planning
Old Mutual Wealth Private Client Advisers has bought JW Financial Planning, the Cheshire-based advice firm. The acquisition sees two support staff and two advisers join Old Mutual Wealth Private Client Advisers.
Launched in 2006, JW Financial has over ¬£100m in assets under advice. The business will form part of Old Mutual Wealth Private Client Adviser’s North-West region, overseen by regional director, Sarah Waring.
Old Mutual Wealth Private Client Adviser MD, Nigel Speirs, says:
“This is another important milestone for Old Mutual Wealth Private Client Advisers, and adds to our growing presence in the North West.”
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