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

PE firm Stone Point Capital completes Amber River deal

PE firm Stone Point Capital completes Amber River deal

Figures were not disclosed

Jenna Brown
clock 21 July 2026 • 2 min read
Perspective makes first acquisition in Scotland

Perspective makes first acquisition in Scotland

Acquires Glasgow-based Phoenix Wealth Solutions

Sophia Panayi
clock 21 July 2026 • 2 min read
Alternative investment manager enters liquidation after property-linked complaints

Alternative investment manager enters liquidation after property-linked complaints

Prosper Capital liquidation triggers compensation claims process

Isabel Baxter
clock 20 July 2026 • 2 min read