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.
A dedicated management team to create and grow advice businesses.
25 years experience in developing financial advice businesses including the AXA Asia Pacific & AMP networks
Over 20 years experience in building retail and institutional funds businesses in the UK, Australia & Asia
Chartered Accountant who specialises in business restructuring, strategic planning and corporate financing.
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.
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.
Discover how MWA can help your firm
Please fill-in the adjacent form or contact us by using one of the methods below and a member of our team will get back to you within 48 hours.
Bow House, 1A Bow Lane, London