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Old Mutual Wealth

A Business South Champion

Old Mutual House, Portland Terrace, Southampton, SO14 7EJ

https://www.oldmutualwealth.co.uk/

Old Mutual Wealth is a leading provider of investments, pensions and protection solutions. We also make it easy to monitor and manage them online, with the help of your financial adviser

We provide long-term investment solutions to help you achieve the lifestyle you want for you and your loved-ones. There is no such thing as ‘one size fits all’, so it’s important that you identify and define your personal financial goals with the help of a financial adviser.


Our purpose is to help you and your adviser to get there, through:



  • flexible, tax-efficient ways to grow and access your wealth, including pensions, ISAs and collective investments

  • life and critical illness cover to protect you, your family and your business interests

  • legacy planning, to ensure you can pass on your estate tax-efficiently to the people you choose

  • ways to easily manage and monitor your investments, in one convenient central hub we call our investment platform.