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Harwood Wealth Management Group

Harwood Wealth Management Group
2001 FOUNDED
PUBLIC STATUS
101-200 EMPLOYEES
HW. STOCK SYMBOL
8 INVESTMENTS
$1.84 SHARE PRICE (As of Thursday Closing)
Description

Harwood Wealth Management Group PLC operates as a financial planning and discretionary wealth management company. It provides investment, management and administration advice to its clients. The company offers wealth management and financial planning services to mass affluent retail investment and corporate clients, including investment management, pension and retirement planning, inheritance planning, life cover and family protection. In addition, it offers Discretionary Investment Management services, the Wellian investment administration platform and operate the Discovery range of Multi Manager Funds.

Formerly Known As
Compass Wealth Management Group
Ownership Status
Publicly Held
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Stock Exchange
LON
Primary Office
  • 5 Lancer House, Hussar Court
  • Westside View, Hampshire
  • Waterlooville PO7 7SE
  • England, United Kingdom

+44 023 0000 0000
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Harwood Wealth Management Group Stock Performance

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$1.23 - $2.21 $115M $1.86 $0.04 134K

Harwood Wealth Management Group Financials Summary

In Thousands,
USD
TTM
30-Apr-2019
FY 2018
31-Oct-2018
FY 2017
31-Oct-2017
FY 2016
31-Oct-2016
Enterprise Value 87,811 102,046 102,474 75,617
Revenue 43,921 43,896 32,964 16,159
EBITDA 8,053 7,101 4,765 2,693
Net Income 2,195 1,606 899 164
Total Assets 45,401 45,775 46,360 31,646
Total Debt 0 0 0 0
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Harwood Wealth Management Group Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Harwood Wealth Management Group Acquisitions (8)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000 000 19-Dec-2019 000000000000000000 00000 Multi-line Insurance 00000 0000
00000000 000000 00 31-Jul-2019 000000000000000000 00000 Asset Management 00000 0000
00000000 00000 000 31-Jul-2019 000000000000000000 00000 Asset Management 00000 0000
000000000 00000000 21-May-2019 000000000000000000 00.000 Accounting, Audit and Tax Services (B2C) 00000 0000
Fund Management 30-Apr-2018 Merger/Acquisition 00.000 Other Financial Services 00000 0000
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Harwood Wealth Management Group Subsidiaries (2)

Company Name Industry Location Founded
Network Direct Other Insurance Wolverhampton, United Kingdom 2010
00 000000000 00000 Other Financial Services Southampton, United Kingdom 0000
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Harwood Wealth Management Group Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Harwood Wealth Management Group Executive Team (6)

Name Title Board
Seat
Contact
Info
Alan Durrant Board Member & Chief Executive Officer
Gillian Davies Chief Financial Officer
Mark Howard Co-Founder & Chief Commercial Officer
Neil Dunkley Co-Founder, Executive Director and Board Member

2 Former Executives

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Harwood Wealth Management Group Board Members (3)

Name Representing Role Since Contact
Info
0000 0000000 Harwood Wealth Management Group Board Member & Chief Executive Officer 000 0000
00000 0000 Harwood Wealth Management Group Non-executive Chairman 000 0000

1 Former Board Member

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