Acquiring Company
MWA Financial
Acquired Company
Stonewood Financial Planning
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.
Other recent acquisitions in Financial Services and Finance
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Titan Wealth acquires Sound Financial for £600m, $784M (January 29, 2026)
- First Community Corporation acquires Signature Bank (January 28, 2026)
- Northwest Bancshares acquires Penns Woods Bank (January 27, 2026)
- Columbia Banking System acquires Pacific Premier (January 25, 2026)
- Nedbank to acquire 66% stake in NCBA Group (January 21, 2026)
- First Merchants Corporation to Acquire First Savings Financial Group, Inc. (December 19, 2025)
Who to call at MWA Financial, and when
When MWA Financial changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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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.
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