About us
Our company
MWA Financial Advice has been evolving since 2016, when our founder and CEO, Campbell Banks, launched the business with the vision to make financial advice accessible, understandable, and of value to as many people in the UK as possible. Our advisers take a holistic approach to financial planning, taking the time to get to know our clients, and their life goals, so that we can put the best plan in place to achieve financial success.
bespoke and independent advice
Each client will have different objectives, and we recognise that. We provide bespoke and independent advice to a large number of people each year, at a competitive price, supporting them with: investments, pensions, protection, savings, inheritance tax, estate planning, long term care, and mortgages.
“We work as a team with the shared goal of achieving the best outcome for our clients.”
Sasha Sherman, Head of Compliance
Our values
We care
We care about providing you with the best advice, making sure you understand the work we are doing, and we care that you achieve your financial and life goals. MWA Financial Advice invests in you.
We keep it straightforward
We make financial planning simple for you. We offer jargon-free advice and always ensure you completely understand the decisions you are making. We will continue to support you if your situation changes.
We listen
We listen to what your financial concerns are, find out what your situation is and ask the right questions to understand where you want to be. Then we put together a plan to get you there.
We offer a personal approach
We assign you a financial adviser who will guide you on your financial journey and who will take the time to understand your current financial situation, objectives, and life goals; ensuring your financial plan is right for you.
Careers
We have opportunities for advisers and support staff across the UK. We offer flexible working terms and invest in your career development.
If you are interested in joining our rapidly growing team, please take a look at the open roles on our careers page.