Harwood Wealth Management Group Overview

  • Founded
  • 2001
Founded
  • Status
  • Private
  • Employees
  • 145
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 4
  • Investments
  • 9

Harwood Wealth Management Group General Information

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.

Contact Information

Formerly Known As
Compass Wealth Management Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 5 Lancer House, Hussar Court
  • Westside View, Hampshire
  • Waterlooville PO7 7SE
  • England, United Kingdom
+44 023 0000 0000

Harwood Wealth Management Group Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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Harwood Wealth Management Group Valuation & Funding

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

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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 and Director
Mark Howard Co-Founder & Chief Commercial Officer
Neil Dunkley Co-Founder, Executive Director and Board Member
You’re viewing 4 of 6 executive team members. Get the full list »

Harwood Wealth Management Group Board Members (3)

Name Representing Role Since
0000 0000000 Harwood Wealth Management Group Board Member & Chief Executive Officer 000 0000
You’re viewing 1 of 3 board members. Get the full list »

Harwood Wealth Management Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Harwood Wealth Management Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Harwood Wealth Management Group Investments & Acquisitions (9)

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 01-Oct-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
You’re viewing 5 of 9 investments and acquisitions. Get the full list »

Harwood Wealth Management Group Subsidiaries (3)

Company Name Industry Location Founded
Network Direct Other Insurance Wolverhampton, United Kingdom 2010
00 000000000 00000 Other Financial Services Southampton, United Kingdom 0000
00000000 000000 00 Asset Management Southend-on-Sea, United Kingdom 0000
To view Harwood Wealth Management Group’s complete subsidiaries history, request access »