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Why choose us?

Why choose Old Mutual Wealth?

Having financial goals gives you the best chance to enjoy a comfortable lifestyle in the future. Our purpose is to help you and your adviser achieve these goals by providing you with:
  • flexible products and investment solutions, to meet your individual needs
  • award-winning service, which means we'll be here when you need us most
  • an online account to help you keep in touch with your investments whenever you like.

What support will I get?

Your own online account

You’ll automatically get your own online account through our online Customer Centre. People who use our online service love the fact that they can:

  • see how their money is performing
  • see all their savings in one place
  • go paperless to reduce unnecessary admin.

Regular updates

We'll provide you with everything you need to keep you up to date, such as:

  • quarterly statements showing your valuations and recent transactions
  • contract notes to confirm key changes, like new investments
  • important policy documents such as tax vouchers.

We'll make sure that all your documents are safely stored and easily accessible within your online account.

Expert support staff

Freephone access to our Southampton-based Customer Service Centre, should you have any questions about your account.

Gold rated service

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Independently verified

Moneyfacts awards

Financial strength

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Having online access has helped me stay organised and it’s been great to reduce the amount of paperwork I receive. Activating was easy, and using my account is just like using online banking.
Janet, 75 Old Mutual Wealth Customer Salisbury