Monthly Archives: November 2017


Aim listed planners’ on track to beat forecasts

Acquisitions bring Aim listed planning firm’s profits ahead of expectations 16 November 2017 Aim listed financial planning and discretionary wealth management business Harwood Wealth Management Group has said it is on track to beat analyst forecasts of profitability this year. In a trading update this morning, the firm said that, after its financial year end last month,

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Are you looking to grow to maximise the potential value of your IFA business?

Many forward thinking IFA businesses are keen to grow, but don’t have the capital, tools or resources to acquire other IFA businesses and recruit new advisers. The pension and investment market is buoyant and when you consider that there is around £1 trillion of capital held with UK consumers aged between 50 and 70, which

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