The future of financial advice.

Committed to holistic advice that places the interests of clients first.

We promote strategies that build wealth, manage cashflow, protect families, lifestyles and assets and put plans in place for your client’s retirement.

We establish, develop and succession financial advice businesses.

Depending upon where you are in your journey, we have a solution. Cashflow support, succession planning and access to M&A opportunities.

We support our advisers through centralised administration, research and business development.

Access to the best tools, services and talent in financial services. We provide the support that allows you to concentrate on what you do best – giving great advice.

Your business, your choice

We provide three pathways for advisers. Whether it be a full sale or long term partnership, we will work with you to achieve the best outcome for you and your clients.

Advice centre

We fully acquire your business and through our support services ensure staff and clients best interests are served.

Partner practice

We make a partial acquisition so that you can facilitate an MBO, de-risk your business and grow with our support.

Aligned practice

Become a part of a true collegiate environment whilst maintaining full control. The choice is yours.

Specialist Team

A dedicated management team to create and grow advice businesses.

Campbell Banks
Campbell Banks

Director

25 years experience in developing financial advice businesses including the AXA Asia Pacific & AMP networks

Daniel Burke

Director

Over 20 years experience in building retail and institutional funds businesses in the UK, Australia & Asia

Mark Goodfellow

Director

Chartered Accountant who specialises in business restructuring, strategic planning and corporate financing.

Looking for a partner that can help you grow?
Contact us for a confidential discussion.

Alpha Adviser program

Would like to be your own boss?

 

My Wealth Advice offers support packages to help high quality advisers to leave an employed role and partner with us on a self-employed basis

You will be provided access to clients, office space and practice development tools. We will build the framework to allow you to profit from what you’re best at – giving great advice!
Contact us for more information.

Careers

We would love to hear from talented individuals who are looking for the next step in their careers.

If you are passionate about advice and the difference it can make in people’s lives, contact us now.

My Wealth Advice Careers

Discover how MWA can help your firm

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Address

Bow House, 1A Bow Lane, London
EC4M 9EE

Call

07453 793535

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