The national wealth management business leveraging Old Mutual Wealth’s expertise in advice, investment and discretionary fund management has established a number of regional offices, including London, since launch in 2015. These regional hubs give the business an expanding national presence, providing the infrastructure to support future growth across the UK.
Dominic joins from Bellpenny, where he oversaw the firm’s acquisition strategy for over four years. He will report to managing director, Nigel Speirs.
Commenting on the appointment, Nigel says:
“Dominic is a perfect fit for Old Mutual Wealth Private Client Advisers, joining us with strong credentials from an acquisitive national adviser business. Myself and all my colleagues are delighted Dominic has decided to join us at an exciting time for our new financial planning business.”
“Old Mutual Wealth Private Client Advisers occupies a unique space in the market, offering a wealth management service supported by the country’s leading adviser network, Intrinsic, with the strength of a parent company which is totally committed the future of the advice industry in Old Mutual Wealth. I’m really excited to be part of this ambitious new financial planning company and look forward to working with the rest of the team, both in London and across the country, to build on the terrific foundations already put in place.”