IFA Ascot Lloyd has acquired Dorset-based financial adviser Harvard Financial Management in a bid to broaden its reach in the south of England and build on its specialist expertise.
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. ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
