Old Mutual Wealth Private Client Advisers has acquired the advice arm of Saint & Co., a Carlisle-based accountancy business. This deal will add £100m assets under advice.
Saint & Co. partner and adviser, Philip Dhillon, adviser Trevor Iredale, as well as a support team will join OMW Private Client Advisers’ Cumbria regional hub.
OMWPCA director Dominic Rose (pictured) commented on the acquisition, stating: “Saint & Co is a natural fit with Old Mutual Wealth Private Client Advisers and comes with a reputation for a professional and personalised service, which we look forward to continuing and building on.”
Saint & Co partner and accountant Ian Thompson added: “Not only does the business share virtually the same location as Old Mutual Wealth Private Client Advisers, it truly reflects and shares the values that we believe are core to our offering. It is therefore fantastic that our clients will continue to enjoy an industry leading service going forward.”
Gunner & Co. work with Old Mutual to present good businesses for sale. If you would like to know more about the Old Mutual proposition contact gwill.evans@gunnerandco.com
