About Us

Corporate mission statements are a little out of fashion – but we are truly passionate about ours.

IWP was created to grow, support and promote the UK’s brilliant local independent financial advisory (IFA) firms. In every region of the UK, there are fantastic IFAs delivering unrivalled wealth planning support and advice to their clients – but the pressure of maintaining IT, compliance, investment research, marketing, and other necessities makes it hard for independent firms to continue alone.

We’re here to take the pressure off IFA firms – so they can continue to do what they do best.
IWP is built from the bottom up, giving owners the ability to build up their business, coming together with others to be the best-regarded IFA firm in their region. As and when they choose to retire, we’re here to ensure a smooth succession and the long term continuity of their businesses.

By providing our member firms with support, infrastructure and economies of scale, we help them to grow – and that is how we grow.

Our Mission

We aim to help more people create a better tomorrow, by delivering unbiased, personalised financial planning to individuals and businesses. Our clients have the best of both worlds with local, independent financial planning advice backed by the support which comes from being part of a national group.

Meet The Team


Want to be part of building the future of wealth planning? And be involved in the growth of the latest innovative wealth planning business?

We are building the UK’s best national wealth planning business. A national brand that is widely recognised and trusted – something our clients sorely need.

IWP is a group of wealth planning businesses which provide clients with independent advice to help them have the retirement they want and deserve. We are made up of individual IFA firms which have many years’ success in their local markets. IWP brings them together to provide the scale and resources they need to serve clients effectively.

If you would like to share our vision of becoming the best wealth planning firm, creating substantial value for our shareholders and everyone who works for an IWP firm, please do not hesitate to contact us.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, race, religion or belief and marriage and civil partnerships.