MWA Financial acquires Midlands advice firm

Snaps up Stonewood Financial Planning

Isabel Baxter
clock • 2 min read

MWA Financial (MWA) has completed the acquisition of Market Harborough-based Stonewood Financial Planning.

The acquisition adds £53m of assets under advice (AUA), an office in Market Harborough and a client base of more than 100 family units to the group. Stonewood's staff will join MWA as part of the deal, with clients and team members integrating into MWA's financial planning business - MWA Financial Advice. MWA CEO Cam Banks said: "Stonewood is everything we look for in an acquisition: a high-quality and loyal client base, a strong cultural fit and an office location we can grow from. "We are thrilled to welcome their team and clients into MWA and excited about the role Market Harbor...

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