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....
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Due diligence challenges
Completes legal process
Scepticism towards companies' commitments
GDP falls 2.6% in November
Financial wellbeing junkies