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

Continuum unveils workplace solution for private sector businesses

Continuum unveils workplace solution for private sector businesses

National IFA sees assets rise to £2.6bn

Isabel Baxter
clock 15 July 2025 • 2 min read
FOS reduces compensation interest rate after joint call for input feedback

FOS reduces compensation interest rate after joint call for input feedback

Will track the Bank of England’s base (average) rate +1%

Isabel Baxter
clock 15 July 2025 • 3 min read
NextGen Planners becomes Plannex

NextGen Planners becomes Plannex

‘We have outgrown the name NextGen’

Isabel Baxter
clock 10 July 2025 • 2 min read