MWA Financial Ltd
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MWA Financial Ltd - overview
Established
2016
Location
Hertford, -, UK
Primary Industry
Financial Services
About
Based in Hertford, UK, and founded in 2016 by CEO Campbell Banks, MWA Financial Ltd. is a UK-based financial services group focused on building one of the country’s most respected independent financial adviser (IFA) networks. The company specializes in bespoke succession planning for IFAs and integrates acquired firms into its holistic advice platform, ensuring continuity and quality of client service. In December 2025, MWA Financial Ltd, a portfolio company of Coniston Capital, acquired Stonewood Financial Planning Leicestershire.
MWA Financial provides independent financial advice through its subsidiary, MWA Financial Advice. Services include retirement planning, investment management, estate planning, and holistic financial solutions tailored to individual client needs. It also offers a Future Buyout Programme for IFAs seeking succession planning and runs recruitment programs for experienced advisers and trainees. The company generates revenue primarily through advisory fees from financial planning and investment management services.
Additional income comes from acquisitions that expand its client base and assets under management, creating recurring revenue streams from long-term client relationships. The December 2025 acquisition further strengthens the Group’s national footprint and accelerates its growth across the Midlands. The acquisition adds £53mn of assets under advice (AUA) and an office in Market Harborough.
Current Investors
Coniston Capital, Frontier Development Capital
Primary Industry
Financial Services
Sub Industries
Private Equity, Investment Banking, Accounting/Finance Software
Website
www.mwafinancial.co.uk/
Verticals
FinTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
MWA Financial Ltd - financials
| Fiscal Year Ended | Mar 31, 2022 | Mar 31, 2023 |
|---|---|---|
| Revenue (USD) | - | - |
| % Revenue Growth (YoY) | - | - |
| EBITDA (USD) | - | - |
| Operating Income (USD) | - | - |
| Operating Margin | - | - |
| % EBITDA Margin | - | - |
| NET Income (USD) | - | - |
| % Net Margin | - | - |
MWA Financial Ltd - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Stonewood Financial Planning Limited | - | ||||||||
| Private Debt | Completed | MWA Financial Ltd | - | ||||||||
| Add-on | Completed | Knighthood Financial Advisers Ltd | - | ||||||||
| Growth | Completed | MWA Financial Ltd | - |
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MWA Financial Ltd - employee data
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