About Us
Building a trusted financial community through company acquisitions
Selling your business is a major decision that should never be taken lightly. While that might sound like an obvious thing to say, sellers need to be careful that the financial and strategic promises made by buyers (such as private equity firms) actually materialise.
At AWI, we’ve built our company on a foundation of trust, transparency and a genuine commitment to preserving the legacies our sellers have worked so hard to create. Unlike traditional private equity firms, we prioritise operational continuity and a smooth transition, making sure your clients and team experience minimal disruption. Private equity firms are all small print – AWI, on the other hand, keep everything open and clear.
Launched by a team of industry veterans, AWI was founded from a desire to provide a viable alternative for financial advisors seeking an exit strategy, but also a partner who shares their values. Our approach is simple: we listen, we understand, and we act with integrity (you’d be surprised how many buyers in the market don’t do any of those).
Using technology to improve service, not replace it
Central to our methodology is providing the businesses we acquire with the resources and support they need to thrive, without imposing rigid, profit-driven changes. Our centralised back-office and cutting-edge technology infrastructure streamlines operations, freeing up advisors to focus more of their time on their client relationships.
In this respect, we’re not just acquiring businesses, we’re building a community of like-minded professionals who share the same dedication to client service. We’re creating a collaborative environment where knowledge is shared, and best practices are implemented. It’s a positive and forward-thinking environment in which businesses feel at home.
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Expert Advice, Exceptional Results
Achieving Our Vision:

Maintain a high quality of service and advice to your clients

Commitment to adviser support

Commitment to adviser support
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Explore AWI acquisitions and discover how we can help your business thrive.
Our Team
Our Team Members
John Wheatley
John Wheatley, as former Chairman of AFH Financial Group, brings significant expertise in the wealth management sector.
Jeremy Leadsom
Jeremy offers over 30 years of experience in financial services, with a focus on sales, distribution and strategic development
David Loudon
David has over 40 years of experience in investment management, specialising in strategic expansion and change management.
Jimmy Patel
Jimmy Patel offers over 20 years of specialised expertise in developing and enhancing operational processes
Sachin Pattni
With a strong track record in wealth management and client acquisition, Sachin brings over 20 years of experience in financial services to the table.
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