A sound platform for growth

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.

Harwood Wealth Management Group - Group structure

The Group operates a centralised, scalable infrastructure from our Waterlooville headquarters, supporting multiple offices, predominantly throughout the South of England.

Our History

Harwood Wealth Management Group was created in 2016 by bringing together Compass Wealth Management Group, the financial planning firm which was founded in 2001 by Neil Dunkley and Mark Howard, with Wellian Investment Solutions, the award-winning investment management business led by Alan Durrant. Wellian was acquired immediately before the Group listed on the Alternative Investment Market (AIM) of the London Stock Exchange. Since admission the Group has successfully grown Assets Under Influence every year, maintaining its track record of profitable growth and strong cash generation.

Find out more about the management team.