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.