Brachers advises MWA Financial on acquisition of Stonewood Financial Planning Ltd

Brachers LLP’s Corporate Team has successfully advised long term client MWA Financial on its acquisition of certain business and assets from Stonewood Financial Planning Ltd, a move that strengthens MWA’s presence in the Midlands and supports its ambitious growth strategy.

Headquartered in London and founded in 2016, MWA Financial, led by Chief Executive Cam Banks, is an independent financial advisory business with plans to grow nationally through carefully selected acquisitions and partnerships.

This transaction was supported by Frontier Development Capital (FDC) and Coniston Capital, whose investment in MWA in 2023 provided the capital required to deliver its buy-and-build strategy. Following the acquisition, MWA now oversees approximately £900 million of AUA, supported by more than 50 staff and serving around 2,250 clients across multiple UK locations.

The deal was led by Corporate Partner Dan King, supported by Matt Simmonds (Corporate Partner), Joseph Burrows (Corporate Solicitor) and Tom Wells (Corporate Solicitor). Brachers maintains a long-standing relationship with MWA Financial, having advised on multiple acquisitions and funding transactions that support its national growth strategy.

Cam Banks, Chief Executive of MWA Financial, commented:
“Bringing Stonewood into MWA is an exciting step for us. It strengthens our presence in the Midlands and gives us the opportunity to support more clients with the same personal service and independent advice we’re known for. We see real potential in this region and look forward to welcoming the Stonewood team as we continue to grow. As ever, we are super grateful to the team at Brachers for their help in achieving another successful transaction with us.”

Dan King, Corporate Partner at Brachers, said:
“We’re proud to have supported MWA Financial on this strategic acquisition, which marks another exciting step in their growth journey. It’s always a pleasure working with Cam and the MWA team, and we look forward to seeing the continued success of their ambitious plans.”