MPA Financial Management are pleased to announce that the firm has successfully acquired Worcester based Suckling Waddington and Partners (SWP). The purchase completes a succession plan that began in 2018 and enables SWP’s longstanding Partner Gary Cowley to start his retirement.

In March 2024, Gary took his first steps into retirement but will remain in the business for a period of time to ensure a smooth transition and no disruption to the level of service clients receive.

With Gary’s retirement process underway, MPA has purchased his 50% share of SWP and has successfully acquired the business.

This has been part of SWP’s succession strategy since the company became part of MPA in 2018, following the retirement of Partner Alan Poole and MPA’s purchase of Alan’s 50% share in the business.

Since 2018, SWP have been an Appointed Representative of MPA, with both companies sharing the same core values centred on trust and delivering the best possible advice to our clients.

MPA Managing Director Phil McGovern comments: “We have been partners with Gary and the SWP team for over 5 years and they have always been a joy to work with. MPA is committed to keeping the SWP brand and team in Worcester for many years to come, so it is very much business as usual. We are already investing in SWP’s Worcester office, with new equipment and ongoing staff training…there may also be a lick of paint and a new client meeting room!”

“We have a fantastic growing team of advisers and support staff who will continue to serve our loyal clients to ensure that they achieve their financial goals.”

 

If you are looking to sell your business, find out more about the selling process and how Gunner & Co. can help you. Book a meeting with our Head of Brokerage Gwill here