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Harwood Wealth Management buys Southampton IFA

Harwood Wealth Management Group has bought Southampton IFA AE Financial Services for £4.6m. An initial payment of £2.4m plus £1.54m of net cash balances was paid on completion of the deal and a deferred payment of £2.2m will be paid in two lots over the next 24 months, dependent on AE’s performance. The acquisition has […]

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Guide: Johnson Fleming produces auto-enrolment checklist

For a job as big as managing the auto-enrolment changes, it’s important to know what has been completed and what still lies in front of you to give you the reassurance that everything is in hand. Getting the planning and project management right at the outset can help you see the path ahead and ensure everyone knows their roles and responsibilities. To help with this, Johnson Fleming has produced a checklist outlining every step that needs to be taken when preparing for auto-enrolment.

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