financial planning

Moving staff from Dorset office

Affecting £90m of assets

Hired financial planner

Petts spent 12 years at Killik

Targeting £1bn by year-end

Acquired London-based PQR Financial Planning

Taking a year out of the industry

Old Mutual Wealth Private Client Advisers has acquired Beaumont Robinson, a West Yorkshire based financial planning firm with around £250m in assets under advice.

Acquisition adds £200m in assets

Raised £13.5m