Ascot Lloyd in national push with Dorset acquisition

Ascot said the acquisition of the Christchurch-based firm was strategic and would add "considerable expertise" in specialist areas of advice such as pension transfers. Harvard, which has £89m of assets under management, provides pensions, investment, wealth management, financial planning and life insurance services to private clients. The nine-strong firm will continue to trade as Harvard Financial Management, part of the Ascot Lloyd Group, following the acquisition. However, it will be joined by a number of Ascot Lloyd advisers to develop the firm's offering across the region. ...