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Takeover of Harwood Wealth moves to shareholder vote

 

Acquisitive Financial Planning-focused wealth manager Harwood Wealth has revealed more details of its own takeover by global private equity firm Carlyle.

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Harwood Wealth buys Ascot IFA for £1.13m

Financial Planner and wealth manager Harwood Wealth Management has made its second acquisition in a week with the purchase of Fund Management Limited for £1.13 million.

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Harwood buys retirement adviser for £1.15m 

Financial Planner and wealth manager Harwood Wealth Management has bought Ascot-based retirement solutions specialist Plan65 for £1.156m.

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Harwood Wealth moves to sole CEO role in reshuffle

Harwood Wealth Management, a Financial Planner and wealth manager, has reshuffled its senior executives in a move which will see a new sole CEO role and a new managing director of Financial Planning.

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