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....
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till