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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

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.