Adviser and DFM Harwood Wealth to float on AIM

Vertically integrated business

Jenna Towler
clock • 1 min read

Financial planning and discretionary wealth management group Harwood Wealth plans to list on the AIM stock exchange.

The vertically integrated business said its broker, N+1 Singer had raised £13.5m in an over-subscribed fundraising effort, of which £10m was raised as new equity for the company. It said the net proceeds will be used to fund further acquisitions together with "modest associated infrastructure costs".   The Harwood Wealth business was founded in 2001 under the name Compass Wealth Management by Neil Dunkley and Mark Howard. Since formation, Compass has grown mainly through acquisitions and has completed more than 40 business and share purchases. The group recently acquired Meon Valley F...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Quilter Financial Planning adds Scottish firm to network

Quilter Financial Planning adds Scottish firm to network

SRB Financial Planning is based in Bellshill

Jenna Brown
clock 09 July 2026 • 2 min read
Fairstone acquires two IFAs creating Aberdeen hub

Fairstone acquires two IFAs creating Aberdeen hub

City Gate Aberdeen and Albyn Associates add £180m assets

Sophia Panayi
clock 07 July 2026 • 2 min read
Rathbones' FCA woes prove the perils of M&A integration

Rathbones' FCA woes prove the perils of M&A integration

Shares fell nearly 20% in a day last month

Justin Cash
clock 06 July 2026 • 4 min read