Inactive Instrument

Harwood Wealth Management Group plc

Equities

GB00BYYWB172

Harwood Wealth Management Group Limited acquired D Heaton Limited/Wealth Creation and Management Limited.

July 17, 2022

Harwood Wealth Management Group Limited acquired D Heaton Limited/Wealth Creation and Management Limited on July 18, 2022. The two businesses will add 400 clients and six members of staff.

Harwood Wealth Management Group Limited completed the acquisition of D Heaton Limited/Wealth Creation and Management Limited on July 18, 2022.

Latest news about Harwood Wealth Management Group plc

Argentis Group Ltd Reports Earnings Results for the Full Year Ended December 31, 2022	23-05-09	CI
Harwood Wealth Management Group Limited acquired D Heaton Limited/Wealth Creation and Management Limited.	22-07-17	CI
Harwood Wealth Management Group Limited Reports Earnings Results for the Fourteen Months Ended December 31, 2021	22-05-08	CI
Harwood Wealth Management Group Limited acquired certain business assets and clients of Argentis Financial Planning.	21-01-24	CI
Harwood Wealth Management Group plc (AIM:HW.) cancelled the acquisition of Goldwyns Wealth Management Limited.	20-07-30	CI
Carlyle Direct Alternative Opportunities Fund, L.P., CGFSP III Coinvestment, L.P. and Carlyle Global Financial Services Partners III, L.P. managed by Carlyle Group L.P. (NasdaqGS:CG) completed the acquisition of Harwood Wealth Management Group plc (AIM:HW.) from Oryx International Growth Fund Limited managed by Harwood Capital LLP, Harwood Capital Nominees Limited, Christopher Mills and others.	20-03-08	CI
Carlyle Direct Alternative Opportunities Fund, L.P., CGFSP III Coinvestment, L.P. and Carlyle Global Financial Services Partners III, L.P. managed by Carlyle Group L.P. (NasdaqGS:CG) entered into an agreement to acquire Harwood Wealth Management Group plc (AIM:HW.) from Oryx International Growth Fund Limited managed by Harwood Capital LLP, Harwood Capital Nominees Limited, Christopher Mills and others for £90.7 million.	19-12-22	CI
Harwood Wealth Management Group plc completed the acquisition of trade and assets of Andrew Routley Pensions Limited.	19-12-18	CI
Harwood Wealth Management Group plc (AIM:HW.) exchanged a contract to acquire trade and assets of Andrew Routley Pensions Limited for approximately £0.6 million.	19-07-30	CI
Harwood Wealth Management Group plc (AIM:HW.) acquired Patricia Hodge IFA for approximately £0.4 million.	19-07-30	CI
Harwood Wealth Management Group plc (AIM:HW.) exchanged a contract to acquire Goldwyns Wealth Management Limited for approximately £0.8 million.	19-07-30	CI
Harwood Wealth Management Group plc Appoints Gillian Davies as CFO; Proposes Interim Dividend, Payable on 8 November 2019	19-06-27	CI
Harwood Wealth Management Group plc Announces Consolidated Unaudited Earnings Results for the Six Months Ended April 30, 2019	19-06-27	CI
Harwood To Seek Acquisitions	19-06-27	CI
Harwood Wealth Management Group plc (AIM:HW.) completed the acquisition of Castleton Financial Planning Limited.	19-05-20	CI
Harwood Wealth Management Group plc (AIM:HW.) exchanged contracts to acquire Castleton Financial Planning Limited for £1.6 million.	19-02-10	CI
Harwood Wealth Management Group plc Proposes Final Dividend for the Year Ended October 31, 2018, Payable on May 10, 2019	19-01-23	CI
Harwood Wealth Management Group plc Announces Audited Consolidated Earnings Results for the Year Ended October 31, 2018	19-01-23	CI
Harwood Wealth To Seek Acquisitions	19-01-23	CI
Harwood Wealth Management Group plc (AIM:HW.) acquired G D White (Independent Financial Advisers) Limited for £1.5 million.	19-01-22	CI
Harwood Wealth Management Group Announces Management Changes	18-08-15	CI
Harwood Wealth Management Group plc Proposes Interim Dividend, Payable on 9 November 2018	18-07-03	CI
Harwood Wealth Management Group plc Reports Unaudited Consolidated Earnings Results for the Six Months Ended April 30, 2018	18-07-03	CI
Harwood Wealth Management Mulls Acquisitions	18-07-03	CI
Harwood Wealth Management Seeks Acquisitions	18-04-30	CI

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Company Profile

Harwood Wealth Management Group PLC is a United Kingdom-based financial planning and discretionary wealth management firm. The Company provides services such as financial planning, investment management and network services. The financial planning offer services include pensions, savings, investment and life insurance related advice. The investment management offer investment management services to clients of financial planning and network services divisions. The network services operate a network of appointed representatives, who essentially provide the same advice as financial planning division

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