Global group to buy Financial Planner Harwood for £91m

Global private equity group Carlyle is set to buy the three-year-old, acquisitive Financial Planning firm Harwood Wealth Management for £90.7m in a recommended cash deal.

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Jobs axed at protection challenger Guardian

Guardian, the protection insurance challenger focused on financial advisers, has made 12 staff redundant and a “small number” of other redundancies are being considered.

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Acquisitive Financial Planner reports 74% rise in pre-tax profit

Acquisitive Financial Planner and discretionary manager Harwood Wealth Management has reported a 74% rise in pre-tax profit to £1.63m in its half year interim results out today.

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Harwood buys Castleton Financial Planning for £1.6m

Harwood Wealth Management, a growing  Financial Planning and discretionary wealth management business, is to buy Castleton Financial Planning for approximately £1.6m.

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