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Old Mutual Wealth Private Client Advisers acquires advisory arm of Saint & Co

Old Mutual Wealth Private Client Advisers is today pleased to announce the acquisition of the advisory arm of accountancy business, Saint & Co, in Carlisle.

Saint & Co will add £100m of assets under advice (AUA) to the national financial planning business, which now advises on over £2bn in client assets. Saint & Co partner and adviser, Philip Dhillon, adviser Trevor Iredale and a support team will all join OMW Private Client Advisers’ Cumbria regional hub.

Dominic Rose director at Old Mutual Wealth Private Client Advisers, says: ­

“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 says:

“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.”

For more information conatct

Tim Skelton-Smith
02380 916 998
07824 145 076

Alex Berry
023 8072 6260
07741 151931

Notes to editors:

Quilter Private Client Advisers is an appointed representative of Intrinsic and part of Quilter plc.

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter oversees £ 118.1 billion in customer investments (as at September 2018).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset and single strategy investment solutions; and discretionary fund management.

The business is comprised of two segments: Wealth Platforms and Advice and Wealth Management.

Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.

Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solution business.

The Quilter businesses are being re-branded to Quilter over a period of approximately two years:

  • The Multi-Asset business is now Quilter Investors
  • Intrinsic to Quilter Financial Planning
  • The private client advisers business is now Quilter Private Client Advisers
  • The UK Platform to Quilter Wealth Solutions
  • The International business to become Quilter International
  • The Heritage life assurance business to Quilter Life Assurance
  • Quilter Cheviot will retain its name.

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc. Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270. Registered in England.