Harwood WM buys Castleton Financial Planning for £1.6m

Second purchase of financial year

Julian Marr
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Peter Mann: "The acquisition of Castleton is our second this financial year and, in line with our strategy, has a strong cultural fit to the group."
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Peter Mann: "The acquisition of Castleton is our second this financial year and, in line with our strategy, has a strong cultural fit to the group."

Harwood Wealth Management has acquired independent financial advice business Castleton Financial Planning for a purchase price expected to be in the region of £1.6m - its second deal in the space of a month.

The financial planning and discretionary wealth management business said it had now exchanged contracts to purchase the trade of Castleton, which has offices in Castle Cary, Somerset and Sherborne, Dorset....

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