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MWA Financial acquires Stonewood Financial Planning

PRIVATEDec 18, 2025

Acquiring Company

MWA Financial

Acquired Company

Stonewood Financial Planning

HarboroughHarboroughFinancial ServicesFinanceLendingBankingFinancial ServicesFinanceLendingBankingConsulting

Description

MWA Financial has completed the acquisition of Stonewood Financial Planning based in Market Harborough. This deal adds £53m of assets under advice along with a client base of over 100 family units. Stonewood's staff will integrate into MWA's financial planning business, enhancing their service offerings.

Quick answer

MWA Financial is acquiring Stonewood Financial Planning, announced December 18, 2025. MWA Financial is based in Harborough, England, United Kingdom.

How much did MWA Financial pay for Stonewood Financial Planning?
The deal value was not disclosed.
What does MWA Financial do?
MWA Financial is a financial services firm that provides comprehensive financial planning and advice.
Where are MWA Financial and Stonewood Financial Planning based?
MWA Financial is based in Harborough, England, United Kingdom. Stonewood Financial Planning is based in Harborough, England, United Kingdom.
Who are the decision-makers at MWA Financial?
Fundz holds 1 contact at MWA Financial. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

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Company Information

Company

MWA Financial

Location

Harborough, England, United Kingdom

About

MWA Financial is a financial services firm that provides comprehensive financial planning and advice. It focuses on delivering tailored solutions to clients and has a strong emphasis on customer service. The firm aims to grow and expand its services to better meet client needs.

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Frequently asked

Who acquired Stonewood Financial Planning?

Stonewood Financial Planning was acquired by MWA Financial, based in Harborough. The deal was reported on December 18, 2025. MWA Financial is a financial services firm that provides comprehensive financial planning and advice. It focuses on delivering tailored solutions to clients and has a strong emphasis on customer service. MWA Financial is privately held and operates in Financial Services.

When did MWA Financial acquire Stonewood Financial Planning?

MWA Financial's acquisition of Stonewood Financial Planning was reported on December 18, 2025. MWA Financial has completed the acquisition of Stonewood Financial Planning based in Market Harborough. This deal adds £53m of assets under advice along with a client base of over 100 family units. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Stonewood Financial Planning do?

Stonewood Financial Planning is a financial advisory firm that specializes in providing personalized financial advice. It has built a reputation for maintaining high-quality client relationships and offers a range of financial planning services. It is privately held, operating in Financial Services, and is based in Harborough.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

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