Professional Adviser

Harwood WM buys AE Financial Services for up to £4.6m

Adds £130m assets under influence

Peter Mann
"We look forward to continuing to deliver on our strategy, driving growth organically and through further M&A in the period ahead" - Harwood WM's Peter Mann
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Harwood Wealth Management Group has acquired Southampton-based chartered IFA AE Financial Services from AE Insurance Services for up to £4.6m plus £1.54m in respect of net cash balances.

The UK-based financial planning and discretionary wealth management business said the deal, which has been approved by the FCA, would provide Harwood with "a strategic hub" in Southampton and enhance "its...

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