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...

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