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Deals add 20 employed advisers and around £1.25bn in AUA Hampshire-headquartered Harwood Wealth Management had a very proactive 2020 as it entered into five M&A deals with financial planning companies in the UK. The businesses are Cameron Lewnes in Cornwall; Portcullis Wealth Management in Hertfordshire; Russell Marlow; Hazelwood Investment Services in Northampton; and certain business assets and clients of London-based Argentis Financial Planning, the wealth division of insurance company Arthur J Gallagher. The latter is the largest acquisition to date for Harwood, adding 5,000 clients. The groups’ total number of financial planning customers is now over 15,000. It was finalised in December, but no details were provided about when the other acquisitions were closed. ....
Hurst Group s Harwood Wealth Management confirms further acquisitions Acquired £1.25bn in AUM Harwood Wealth Management has said it is looking to build on its acquired £1.25bn of assets under administration after confirming more acquisitions are on the way. The group said one further acquisition was due to be completed at the end of March, while a number of other discussions are progressing well , after securing five deals in 2020. The five acquisitions. Sign In To read this story please register PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. PA offers: ....