Saint & Co will add £100m of assets under advice (AUA) to the national Financial Planning business.
Saint & Co is a Chartered Accountancy firm which offers accountancy and tax planning services and has a Financial Planning arm which works with Quilter. Saint & Co partner and adviser, Philip Dhillon, adviser Trevor Iredale and a support team will all join OMW Private Client Advisers’ Cumbria hub.
Old Mutual Wealth advises on over £2bn in client assets and has made a number of acquisitions in recent years.
Dominic Rose, director at Old Mutual Wealth Private Client Advisers, said: “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.
“Philip and Trevor bring high-quality expertise along with an experienced support team to Old Mutual Wealth Private Client Advisers. We’re excited to welcome them all to the team.”
Saint & Co partner and accountant Ian Thompson, said: “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.”