MWA Financial

We are looking for a paraplanner to join our growing paraplanning team. We are flexible and are looking for someone working either full time or part time depending on what suits you the most.  Please follow the link for more information! https://lnkd.in/eVyxpieH

MWA Financial Advice has partnered with specialist finance house Frontier Development Capital (FDC) to support its Future Buy Out (FBO) organic growth initiative. The two businesses have agreed a long-term partnership that will see FDC provide MWA with access to a pool of capital to support its FBO programme through 2025 and beyond. The FBO programme is designed to appeal to high-quality advisers looking for bespoke succession plans. Coniston Capital https://lnkd.in/eh8q-VZX

Huge congratulations to MWA Client Services Officer Melissa Golding who has recently completed her five-day Great Wall of China trek to raise funds for the charity Suited & Booted. Melissa tackled thousands of uneven steps on tricky terrain during this arduous, yet exhilarating trek and had to really dig deep at times to keep going. "The sheer scale of what we saw was just incredible. I have to admit the steps were hard work though! After the first hour I thought, 'How am I going to do this for 6/7 hours a day for the next week?' Somehow your body adjusts, and you just do it," Melissa said. An avid charity fundraiser, Melissa is aiming to raise £10k for Suited & Booted, a London-based charity which assists men from disadvantaged backgrounds by providing them with suitable interview clothing, interview training and mentoring.

Post budget reflections and potential financial planning strategies from our Advice Manager Daniel Stansall APFS https://lnkd.in/eXw_gqyU

The MWA Financial Future Buyout Programme offers a bespoke succession plan tailored to your individual needs. Whether retirement is imminent or several years away, MWA Financial is here to provide you with a new home, dedicated support, and a commitment to purchasing your book when the time is right for you. This opportunity is available to all IFAs across the UK seeking a seamless transition and the realisation of value. For more information, contact us at info@mwafinancial.co.uk Or visit the link: https://lnkd.in/eZedMJnv Plan your future with confidence! #SuccessionPlanning #IFASuccession #MWAFinancial

We are delighted to announce the appointment of Kirri Preo who has joined MWA as Head of Propositions.   Kirri’s role will be pivotal in helping MWA meet its Consumer Duty obligations as well as focus on enhancing our client offering.    Kirri held management roles in some major Financial Services groups in Australia over a 15 year period before relocating to Europe. She has worked with many financial advisers and practices, assisting them with business development, mergers and acquisitions, business planning and strategic project management. Kirri is an active mentor for the career development of women in professional services and her passion and commitment to succeed has ensured she has been widely recognised across the Australian Financial Services industry.    Kirri said: "I’m excited to join MWA and eager to contribute to both the success of our clients and the growth of the business, delivering solutions that truly make a difference."   We are thrilled to bring her expertise and enthusiasm to MWA. Kirri Preo

The MWA Financial Future Buyout Programme offers a bespoke succession plan tailored to your individual needs. Whether retirement is imminent or several years away, MWA Financial is here to provide you with a new home, dedicated support, and a commitment to purchasing your book when the time is right for you. This opportunity is available to all IFAs across the UK seeking a seamless transition and the realisation of value. For more information, contact us at info@mwafinancial.co.uk Or visit the link: https://lnkd.in/eZedMJnv Plan your future with confidence! #SuccessionPlanning #IFASuccession #MWAFinancial

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