On the acquisition trail with Old Mutual

On the acquisition trail with Old Mutual

With 16 firms acquired in the last two years, it’s clear that Old Mutual Wealth Private Client Advisers (OMWPCA) is on the acquisition trail. We speak to Dominic Rose, Director at OMWPCA, about why so many businesses are choosing to sign on the dotted line with his...
On the acquisition trail with Old Mutual

Bellpenny Acquires More IFAs

Bellpenny has acquired two more IFAs. Ashton KCJ Financial Planning, based in Cambridge, has around £60m funds under management and was acquired from its joint owners Ashton KCJ Solicitors and Price Bailey. Principals in Practice, based in Horsham, has £90m funds...