Harwood Wealth Management has spent an estimated £4.3m on seven acquisitions this calendar year, with five of those deals completed and the remaining two close to completion.
The financial planning and discretionary wealth management business was able to confirm that among the five completed acquisitions were Hampshire-based firm GD White and Somerset-based IFA Castleton Financial...
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Ian Jensen-Humphreys joins as portfolio manager
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
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Defer to 2021/2022