Harwood Wealth Management Group is a leading financial planning and discretionary wealth management firm.
Through our large network of financial advisers, the Group offers a broad range of wealth management and financial planning services to our clients. Our clients range from affluent retail investors to larger companies.
Harwood provides the following services:
- Financial Planning:
Including but not limited to, pension and retirement planning, tax and inheritance planning, life cover and family protection; and mortgages.
- Investment Management:
Offering Discretionary Investment Management services, using model portfolios for diverse investment needs, as well as offering our own Discovery range of Multi Manager funds.
- Network Services:
Providing a model for supporting our Appointed Representatives, allowing them to service their clients with flexibility and the support our Group can offer.
The Group operates a centralised, scalable infrastructure from our Waterlooville headquarters, supporting multiple offices, predominantly throughout the South of England.