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Wealth and Asset Management

Jersey wealth manager buys IFA firm for £4m

December 2, 2021

By News Team

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Wealth and asset management company Team has acquired Jersey-based financial advice firm Omega Financial Services. Omega specialises in retirement planning, mortgage advice, life assurance and investment advice. It has 500 clients and £77m ($103m, €91m) in assets under advice, as of 30 September 2021. The transaction will see Team pay…

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