Independent Wealth Planners

IWP exists to help clients grow, protect, enjoy and share their wealth and provide a home for like-minded firms where their clients and colleagues can continue to thrive. 

AUM (Millions)
£ 1
Clients
1
Number Of Firms
1
Advisers
1
Transform your firm

Are you an IFA looking to secure your firm's future?

Find out how IWP can help you secure your firm’s future.

Compliance Support

Experience peace of mind with IWP UK's IFA Compliance Support, tailored to align with the latest regulatory standards.

IT and Integrations

Enhance your client experience with IWP UK's IT and Integration support, designed for financial Financial Planners.

Operational Support

IWP UK offers the tranquility of Operational Support, meticulously crafted to seamlessly align with the most current recruitment and succession planning. Ensuring your peace of mind when you come to sell your business.

Marketing & Communications

Expand your influence with IWP's Marketing services, providing a comprehensive range including social media management, branding refinement, and web optimization for a holistic approach to enhancing your reach.

Dedicated Compliance Support

IWP’s commitment to compliance support is highly valued by our member firms, not because their previous support lacked effectiveness, but because in a rapidly changing regulatory landscape, having a dedicated expert compliance team becomes exceptionally reassuring.

Our comprehensive compliance support includes aligning with recommended policies and processes in particular a focus on Consumer Duty, conducting thorough file checks, and delivering detailed reports for your board. We go beyond the ordinary by assisting with ad hoc matters, addressing queries, and providing proactive training to adapt seamlessly to evolving compliance requirements.

Furthermore, our approach is not just about fulfilling a service; it’s about becoming an integral part of your business. Our compliance support team invests time in understanding your business, offering proactive suggestions, and providing guidance. 

Reach out to us today and find out how to become a part of the IWP community.

Enhance your firm and elevate your clients' experience. Let's work together for mutual growth and success!

Get In Touch

Fill in the form below and our team will be happy to assist you

Contact Information

+44 203 148 8810
hello@iwpuk.co.uk

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

7 Stratford Place, Marylebone, London, W1C 1AY

Get In Touch

Fill in the form below and our team will be happy to assist you

Contact Information

+44 203 148 8810
hello@iwpuk.co.uk

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

7 Stratford Place, Marylebone, London, W1C 1AY