independent wealth planners

of course, there will be operational change, and there may well be a rationalisation, to ensure that we serve clients as efficiently and effectively as possible, but any such change is driven by a desire to improve the way we work, not simply to save cost. unlike a traditional “consolidator”, we don’t control the businesses we buy: we maintain them as local businesses and we think that local management is the best people to run local firms. tony has a wealth of experience having worked with some of the largest networks and nationals in the uk over the last 25 years.

alex is a leading investor and chair of listed businesses in various sectors. jonathan is a chartered financial planner and has worked with in financial services for over 30 years. he is a member of the institute of directors and the association of member nominated trustees. the name independent wealth planners and the iwp logo is a registered trade mark, number uk00003395772, of independent wealth planners uk limited.

independent wealth planners (iwp), the nationwide network of independent financial advisers and wealth managers, has acquired three independent financial planning firms. the trio of purchases: aberdeenshire-based buchanan & associates, moss and roberts located in norfolk, and buckinghamshire-based principle financial planning, boost iwp’s assets under management by around gbp400 million, taking total assets administered under the iwp umbrella to almost gbp4 billion, serviced by 80 financial advisers, with total group headcount now standing at 250 people. andrew buchanan will remain as director of the firm, continuing to lead the firm’s team of experienced paraplanners and administrators. operating out of the norfolk hub, the firm’s 10-person team strengthens iwp’s east-anglian presence.

the firm has witnessed strong growth in the past 13 years, amassing around gbp125 million in client assets. these acquisitions extend our existing nationwide network and mark further progress in our ambition to build britain’s best wealth planning business. “our pace of growth is testament to the robustness of our model, which allows like-minded ifa owners to come together and share the benefits of group scale while maintaining a high degree of continuity for their clients and staff. the continuation of our local presence and existing staff, combined with the central support that comes with being part of the group, will provide real benefits to our clients, while offering buchanan & associates a robust platform for further growth.”  lloyd johnson, director and financial planner at moss and roberts, says: “we are delighted to find an ideal business to join, one that will support the next stage in our development and look after the best interests of our clients and staff.”

iwp uk is a national business made up of expert ifa firms and advisors. our local independent wealth planners offer bespoke financial advice services. iwp provides national support services to independent financial advisory and wealth planning firms across the uk. iwp was created to invest in ifas, independent wealth management offers financial life planning services that help you to optimize the financial decisions that impact your life. visit us!, independent wealth planners uk, independent wealth planners uk, iwp financial, iwp holdings limited, iwp ceo.

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