Harwood Wealth Management has acquired the £42m of assets under influence of Ascot-based retirement solutions specialist Plan65 for a purchase price that could reach £1.56m.
Following completion of the deal, P65's owners and founders, Keith Turner and Doug Rae, plan to retire while the acquired assets will be integrated into Harwood's subsidiary, Compass Wealth Management...
As head of distribution
‘Misconduct is misconduct’
Ramifications for advice firms
Calling for new advisers to join
Falls to 2.4%