MyWealthManagement welcomes two financial services companies to the Group

This follows the group’s recent acquisition of Inspire Financial’s book of business in December 2025 followed by a merger with Financial Innovations in March marking the successful completion of four deals to date with further planned acquisitions in the pipeline. The amalgamations are part of the MWM Group’s ongoing growth strategy since an investment of €10 million was allocated in June 2025 with the announcement of the acquisition of Axiom Private Clients Limited.

The Group specialise in personalised financial planning and wealth management for high net worth individuals and families looking to secure and grow wealth.
 

The MWM Group, chaired by non-executive Director John Higgins, a former EY regional Managing Partner, is on track to have €750 million in client assets under advice (AUA) by the end of Q2 2026, with a further deal pipeline targeting AUA of €1.5 billion by year end.
 

In mid recruitment drive currently, the Group has successfully expanded its professional team to 28 QFAs (Qualified Financial Advisors) including 4 CFPs (Certified Financial Planners). Its Pensions & Post-Retirement division is led by former Mercer Head of Wealth Mark Ryan and Siobhán Aherne, formerly of RBC Brewin Dolphin was recently appointed Head of Operations. The group is targeting a workforce of 300 employees across the country by 2030, primarily through strategic mergers and acquisitions.

Commenting on the group’s recent acquisitions and ongoing recruitment and expansion plans, Joey Sheahan, Head of Acquisitions at MyWealthManagement Group said: "I am delighted to welcome such dynamic businesses and financial advisory specialists to the MWM team. This expansion reflects the strength of our team and our ability to grow while maintaining the trusted, long-term relationships at the heart of our business. In an evolving global market, we remain committed to managing our clients’ assets with discipline and delivering consistent, long-term value.”
 

Commenting on its merger with MWM Group, John Barrett, Director, Financial Innovations, said: “Joining the MWM Group is a unique opportunity for myself and the Financial Innovations team to work within a larger group in a high-performance environment that values customer care and prioritises a return on investment interests. Our decision to join the MWM Group allows us to continue to leverage our knowledge and experience in delivering for our clients, while tapping into the extensive resources, systems and streamlined compliance tools at our fingertips. It’s a perfect fit.”

John Barrett retains his title as Director within MWM with team members moving to Senior Advisory roles across the group.
 

Sandra Maher, Managing Director of Inspire Financial said: “The integration has been seamless, allowing for a smooth transition into the MWM business while maintaining strong continuity for my clients. The timing was right, and I look forward to continuing to support clients’ long-term financial goals with the added strength and resources of the MWM team.”