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Our Values

  • We unite to better serve our clients

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd

What we do

We’re here to build Britain’s best national IFA business. But we don’t intend to start from scratch; we think there’s no need because there are already many excellent IFA firms up and down the country.

What we do is invest in those firms, acquiring either all the equity or a major stake, and we grow them, by providing infrastructure and support services, achieving organic growth and also growing them through further acquisition.

We merge local firms together to create regional scale, and in doing that we work on the assumption that the staff and offices we acquire are all valuable. We don’t have any predetermined objective of reducing costs, because our strategy is simply to invest in growth in a market which we believe is growing. 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.

We make a substantial investment in operating systems, to ensure that our businesses can give the best possible service to clients. We provide centralised services such as compliance, marketing, financial support, HR administration and recruitment.

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. For this reason, each IWP member firm is run by its local board of directors and our principal businesses remain directly authorised firms. We support them closely in implementing their business plans and meeting their regulatory obligations, but we are very much a shareholder and provider of services, not a “head office”.

You may be thinking of selling your business. But you don’t want to sell out; having put years of your life into building client relationships, nurturing a team and growing a successful business, the last thing you want to do is cash into someone who won’t understand or respect the good things that make your business special.

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HOW WE HELP

Compliance

Compliance

The compliance support provided by IWP is one of the things that our member firms appreciate most. T...

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Business Support

Business Support

We’re here to take care of routine business administration matters so that you can focus on the th...

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IT & Operations

IT & Operations

We usually say that when you join IWP, “nothing changes on day 1”; we prefer to take time to get...

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Investment Research

Investment Research

IWP firms provide independent advice; we think that’s important for clients. We ensure that profes...

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Recruitment

Recruitment

IWP was founded on the idea that people are an IFA firm’s most important resource. While all of ou...

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Training and Development

Training and Development

Investing in people is key to the success of your business; it makes for better client advice and se...

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Marketing

Marketing

For many leading advisors, marketing can be one of the hardest – and most disliked – parts of th...

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Our Firms

Click on the logos below to find out more about the firms which make up IWP

Meet The Team

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