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Old Mutual Wealth Private Client Advisers buys JW Financial Planning

Date: 17 Nov 2016

Citywealth

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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