Independent Wealth Planners (IWP) has announced the acquisition of Omnium Capital Limited.
The deal takes IWP’s total acquisitions to 24 since the company was formed two years ago.
Omnium Capital, based in Surrey, will be linked to Murdoch Asset Management, IWP’s main regional office for Hampshire. The deal boosts the group’s assets under management by approximately £250m, adding around 750 clients in the process.
Established almost two decades ago, Omnium Capital is an independent financial planning firm that builds investment strategies tailored to the needs of individuals and their families.
Former Omnium Capital Managing director, Ross Butters, who remains with the firm to continue serving his bank of clients, said: “Our commitment to independent financial advice made IWP the ideal partner to help drive our business forward.
“We believe that the best advice can only be delivered if complemented with personal service, a view firmly shared by our acquirer. Our clients will continue to benefit from the localised, personal service that we provide, with the added advantage of increased centralised support provided by the scale and quality of IWP.”
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