News

16
Sep

Old Mutual takes on another ex-bellpenny talent

Dominic Rose, Bellpenny’s previous acquisitions and marketing director, has joined Old Mutual Wealth Private Client Advisers, joining colleague Mike Porter, who moved to Old Mutual in July.
Dominic’s role at Old Mutual is to build out their private client business in London, and is excited for the prospect.  “There’s a great opportunity to grow the London business- they have got money to spend and that’s my forte,’ he said.
‘We have got plans to grow the London business significantly over the next 12 to 18 months. I am here to deliver that growth.” He said.
Old Mutual Wealth Private Client advisers are looking to build ‘hub offices’ nationally, and have so far acquired Newton-Abbot-based DQS Financial Management and West Yorkshire-based IFA Beaumont Robinson.
Rose will be joining his Bellpenny colleague Mike Porter, who joined Old Mutual in July, after having lead the acquisitions team for Bellpenny after Rose’s departure.
Nigel Speirs, managing director of OMW Private Client Advisers said Rose’s record with ‘an acquisitive national adviser business’ was important for his role.
If you’d like to know more about the Old Mutual Wealth Private Client Adviser acquisition proposition contact louise.jeffreys@gunnerandco.com