Harwood WM buys IFA Plan65's assets for up to £1.56m

£42m assets under influence

Julian Marr
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"In line with our strategy to acquire IFA firms that share our values and culture, we are very pleased to have completed the asset acquisition from P65" - Harwood WM's Peter Mann
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"In line with our strategy to acquire IFA firms that share our values and culture, we are very pleased to have completed the asset acquisition from P65" - Harwood WM's Peter Mann

Harwood Wealth Management has acquired the £42m of assets under influence of Ascot-based retirement solutions specialist Plan65 for a purchase price that could reach £1.56m.

Following completion of the deal, P65's owners and founders, Keith Turner and Doug Rae, plan to retire while the acquired assets will be integrated into Harwood's subsidiary, Compass Wealth Management...

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