Post budget reflections and potential financial planning strategies from our Advice Manager Daniel Stansall APFS https://lnkd.in/eXw_gqyU

The MWA Financial Future Buyout Programme offers a bespoke succession plan tailored to your individual needs. Whether retirement is imminent or several years away, MWA Financial is here to provide you with a new home, dedicated support, and a commitment to purchasing your book when the time is right for you. This opportunity is available to all IFAs across the UK seeking a seamless transition and the realisation of value. For more information, contact us at info@mwafinancial.co.uk Or visit the link: https://lnkd.in/eZedMJnv Plan your future with confidence! #SuccessionPlanning #IFASuccession #MWAFinancial

We are delighted to announce the appointment of Kirri Preo who has joined MWA as Head of Propositions.   Kirri’s role will be pivotal in helping MWA meet its Consumer Duty obligations as well as focus on enhancing our client offering.    Kirri held management roles in some major Financial Services groups in Australia over a 15 year period before relocating to Europe. She has worked with many financial advisers and practices, assisting them with business development, mergers and acquisitions, business planning and strategic project management. Kirri is an active mentor for the career development of women in professional services and her passion and commitment to succeed has ensured she has been widely recognised across the Australian Financial Services industry.    Kirri said: "I’m excited to join MWA and eager to contribute to both the success of our clients and the growth of the business, delivering solutions that truly make a difference."   We are thrilled to bring her expertise and enthusiasm to MWA. Kirri Preo

The MWA Financial Future Buyout Programme offers a bespoke succession plan tailored to your individual needs. Whether retirement is imminent or several years away, MWA Financial is here to provide you with a new home, dedicated support, and a commitment to purchasing your book when the time is right for you. This opportunity is available to all IFAs across the UK seeking a seamless transition and the realisation of value. For more information, contact us at info@mwafinancial.co.uk Or visit the link: https://lnkd.in/eZedMJnv Plan your future with confidence! #SuccessionPlanning #IFASuccession #MWAFinancial

https://lnkd.in/eZW-Dshi