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...
Rebranded from OMW
Think tank report
Number of benefits
Alongside Barrett, Hopkins, Boston and Thorman on 17 October
Shows risk of death