Tony has a wealth of experience having worked with some of the largest Networks and National IFAs in the UK over the last 27 years. Tony has a detailed knowledge of FCA requirements, risk management and compliance operations which he uses to advise the IWP Executive and firms to get the best outcomes for our... View Article

Experienced Managing Director with a demonstrated history of working in the financial services industry.

Andrew is the Managing Director of Buchanan & Associates Financial Planning Ltd and joined the financial services industry in 2000. After completing his training with AXA Sun life he then formed a firm in 2002 which then became known as Mackay, Buchanan & Associates Financial Planning Ltd.

Rob has extensive leadership experience building regulated financial services businesses, predominantly with leading UK and international banks. He has a track record of managing and motivating large scale customer facing teams with a national footprint to deliver outstanding financial results whilst simultaneously achieving exceptional outcomes for clients and colleagues. In the process he has become... View Article

Helen has 25 years’ experience working across the transport, financial services and education sectors in both publicly listed and privately-owned organisations with the last 16 years spent at Exco level (principally in HR Director/CPO roles), Helen has extensive experience in facilitating organisational growth, change and development.

Dom is a highly commercial CFO with 25 years experience working in Financial Services and Fintech. Having played a key role in several high growth businesses he has extensive knowledge of acquiring, financing and integrating corporate deals and in driving underlying organic growth.

Stephen joined IWP in January 2022 as legal counsel and group company secretary. As a corporate partner at national law firm Gateley Legal, Stephen advised IWP on the group’s acquisitions. As well as advising IWP, Stephen acted for a number of other businesses in the wealth management and financial services sector. Stephen’s experience includes acting... View Article

Janet has been advising clients as an independent financial adviser for over 30 years, the early years with large financial advisory practices, and then running her own practice with her daughter.

Brenda is also a Director at HFL and has been an IFA for 13 years and has run a partnership office with Patricia for over 6 years.

Les is a compliance and risk adviser to boards, with many years’ experience of governance, regulation and risk matters. He brings a leading perspective and valuable in-depth experience.

Alex is a leading investor and chair of listed businesses in various sectors. He has expertise in corporate strategy, governance and investor relations.

Tony was an IFA for 12 years at the start of his career. For the last 20 years he’s led operations projects for leading wealth firms, including platform, operational and product strategy.

Leslie, previously Head of Financial Services for a Legal 500 law firm and a Director of SIFA, co-founded Clairville York in 2001.

Having worked in financial services for over 30 years has given Neil a wealth of experience in pension and investment management. Neil is a Chartered Planner who specialises in retirement and investment planning options.

Jonathan is a Chartered Financial Planner and has worked with in Financial Services for over 30 years. His close work with individual clients and business owners over the years, has meant he has been appointed as Trustee or Executor to a number of clients. As a member of both the Chartered Insurance Institute and Institute... View Article

As the founder and Managing Director of AGL Wealth Management, Craig relies on his corporate strategy and compliance expertise to deliver holistic financial solutions. He is a member of the Institute of Directors and the Association of Member Nominated Trustees.

Jon brings his experience in wealth management and strategy to his role as CEO, supporting clients with long-term financial decisions, goals and planning.

Chris is a Chartered Financial Planner with a background in retirement and investment strategy and planning. Chris also chairs Murdoch's investment committee, along with managing the company as CEO.

As the Managing Director of Prosper Wealth Management, David has a long history in the financial services industry. He is skilled in project management, business development and wealth management, and holds Chartership qualifications in banking as well as financial services.