AFH buys Kent-based CWP Financial Services for up to £890,000

600-plus clients

Julian Marr
clock • 2 min read

AFH has completed the acquisition of Ashford, Kent-based CWP Financial Services, adding more than 600 clients to the firm's books in a deal worth up to £890,000.

As a result of the transaction, Chartered financial planner Bob Perry - CWP's sole adviser, who founded the business with two colleagues 17 years ago - will retire. The firm's clients - most of whom are in south-east Kent but with some as far afield as Devon and Staffordshire - will be serviced by existing AFH advisers. "That was one of the attractions of AFH," said Perry. "With more than 200 advisers across the UK, I knew AFH would be able to look after those clients who had stayed with me even when they moved out of my local area,. "AFH's proposition is also a good fit with my clien...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

WH Ireland shareholders vote against Oberon deal

WH Ireland shareholders vote against Oberon deal

Asset purchase agreement ‘remains in force' notwithstanding vote outcome

Isabel Baxter
clock 10 October 2025 • 2 min read
Quilter adds eight ARs to advice network

Quilter adds eight ARs to advice network

Latest firms to join since April

Isabel Baxter
clock 09 October 2025 • 1 min read
Titan Wealth receives FCA green light for IWP deal

Titan Wealth receives FCA green light for IWP deal

Wealth firm hails ‘a significant milestone’

Isabel Baxter
clock 09 October 2025 • 1 min read