OMW advice business acquires third financial planning firm

Targeting £1bn by year-end

Laura Dew
clock • 1 min read

Old Mutual Wealth Private Client Advisers has expanded its business with the acquisition of JW Financial Planning.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Industry

Nedgroup Investments' Api Jeyarajah: Product innovation's dirty secret

Nedgroup Investments' Api Jeyarajah: Product innovation's dirty secret

‘A problem waiting to explode’

Api Jeyarajah
clock 19 March 2026 • 5 min read
Deep Dive: Increased demand for personalisation masks value concerns

Deep Dive: Increased demand for personalisation masks value concerns

Fee pressure remains ‘intense’

Michael Nelson
clock 13 March 2026 • 3 min read
Lawyer Nathan Willmott: FCA action on non-financial misconduct a complex and confused mess

Lawyer Nathan Willmott: FCA action on non-financial misconduct a complex and confused mess

Poor outcomes set to continue

Nathan Willmott
clock 12 March 2026 • 4 min read
Trustpilot