City of London Group acquires Acorn to Oaks Financial Services in £1.4m deal
January 15, 2019Sanlam UK, part of the international financial services group Sanlam Ltd, has announced the acquisition of chartered financial planning business, Astute Wealth Management.
Based in Preston, Astute Wealth Management was founded by current Managing Director, Andy McLaughlin and co-Director, Jean McLaughlin in 2007. The business specialises in delivering high quality, outcome-driven financial planning services to clients across the North West, as well as a family office service for individuals with more complex financial requirements.
Commenting, John White, CEO of Sanlam UKs Wealth division said:
“Like Sanlam, Astute Wealth Management is committed to providing a great service and ultimately meeting the long-term financial goals of its clients. We were very impressed by the client-centric culture Andy and Jean have nurtured within the business and as such, we believe Astute is a good cultural fit with our wider business. I look forward to working with our new colleagues and deepening our wealth management presence in the North West.”