Bespoke IFA succession

Building through acquisition and recruitment

MWA Financial Advice mocked up on a MacBook and Phone

Guiding you on your journey to financial success

MWA Financial Advice

At MWA Financial Advice, our team of expert independent financial advisers are ready to support you to achieve your financial and life goals.

Building one of the UK’s most respected IFA groups

MWA was established to create one of the UK’s leading IFA groups by offering tailored succession plans to financial advisers and integrating their clients onto an independent holistic advice platform.

Campbell Banks - CEO and Director of MWA Financial and MWA Financial Advice

Acquisition

MWA acquires IFA businesses from across the UK.

We target firms with strong client relationships and a demonstrable track record of delivering great outcomes for their clients.

We then work closely with the acquired businesses and teams to integrate into MWA Financial Advice, our independent holistic financial advice business.

Future Buyout Programme

MWA understand the importance of a smooth and strategic succession plan for Independent Financial Advisers (IFAs).

Our bespoke Future Buyout Programme is designed to meet your individual needs, ensuring a seamless transition whether retirement is imminent or still a few years away.

Recruitment

We source talented individuals with exemplary client-focused ethics to join our high-quality advice team.

We also develop the next generation of financial advisers through our trainee IFA program.

News

Press
MWA completes Coniston powered IFA acquisition in Kent

MWA Financial (MWA) has acquired leading Kent-based independent financial adviser Knighthood Financial Advice (KFA) in a deal that will see the national advice business further expand its operations across the Southeast.

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MWA bolsters Board following Coniston deal

Cam Banks and Ed Rosengarten have selected Coniston Capital to help accelerate the growth of their national advice business, MWA Financial (MWA).

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Banks and Rosengarten choose Coniston to accelerate growth 

Cam Banks and Ed Rosengarten have selected Coniston Capital to help accelerate the growth of their national advice business, MWA Financial (MWA).

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MWA begins to deploy ThinCats cash with first double deal

MWA Financial (MWA) has acquired London-based Sterling Financial Consultants and Cornwall-based FAC (The Financial Advice Centre (SW) Ltd) as part of its continued ambition to build a national firm of independent financial advisers over the next three to five years.

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MWA boosts Board with Phil Young appointment

MWA Financial (MWA) has appointed Phil Young as non-executive director.

The announcement comes on the back of the news that MWA has entered a long-term funding partnership with leading alternative finance provider ThinCats to build a national firm of independent financial advisers.

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MWA Financial partners with ThinCats to accelerate national expansion

London-headquartered MWA Financial (MWA) has entered into a long-term partnership with leading alternative finance provider ThinCats to support the group’s plans to build a national firm of independent financial advisers.

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MWA Financial expands into Essex with CHC Wealth Management acquisition

MWA Financial has acquired Essex-based CHC Wealth Management from chartered accountants Clemence Hoar Cummings as part of its ambition to build a national firm of independent financial advisers over the next three to five years.

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MWA Financial acquires Hampshire-based advice firm as part of plans to build a national IFA

London-based MWA Financial has acquired Prosperity Financial Advisors & Stockbrokers as part of its ambitious growth plans to become a leading national IFA firm.

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Talk to us about your succession plans