Old Mutual Wealth's (OMW) national advice firm OMW Private Client Advisers has acquired Cumbria-based financial planning firm Dodd Murray, adding £205m assets to its books.
The deal will see three of Dodd Murray's advisers join the business, as well as additional support staff. Dodd Murray's Carlisle office will become a regional office of OMW Private Client Advisers,...
From Q1 2020
Little progress in boosting numbers of female executives
AUM up due to strong markets
Due to leave on 31 May