MPA Financial Management has acquired Suckling Waddington and Partners, facilitating a smooth transition as partner Gary Cowley begins his retirement.

Target Information

MPA Financial Management has announced the acquisition of Suckling Waddington and Partners (SWP), a financial advisory firm based in Worcester. This acquisition marks the culmination of a succession plan initiated in 2018, which allows SWP's long-serving Partner, Gary Cowley, to commence his retirement. As part of the deal, Cowley sold his 50% stake in SWP while remaining with the business temporarily to ensure a seamless transition and uphold the high levels of client service that SWP is known for.

SWP has been an integral part of MPA's operations since 2018, when they became an Appointed Representative. The partnership has thrived on shared values of trust and a commitment to providing exceptional advice. MPA's acquisition strengthens this partnership further, ensuring that SWP continues to operate effectively under the MPA umbrella.

Industry Overview

The financial advisory industry in the United Kingdom is undergoing significant transformation, driven by regulatory changes and evolving client expectations. As financial literacy among consumers increases, the demand for per