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Our Values

  • Clients Come First

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd

Business Support

We’re here to take care of routine business administration matters so that you can focus on the things that are important. Our central finance team will make sure the bills are paid, and that you have accurate management information for your board meetings. We’ll aim to improve the quality of cover, at a lower cost, with our group PI policy.

Our central HR service handles payroll, leave and other administrative processes, and will provide support with any ad hoc HR matters.

If you outgrow your premises, we’ll work with you to find a suitable new building, and manage the move with as little disruption as possible.

How we help

Support to Suit You

Support to Suit You

We tailor our support around you and your needs, finding flexible ways to help you grow.

Leave Admin to Us

Leave Admin to Us

Our expert team handles the administration and back-office paperwork, so you can focus on what you love.

Stay On Track

Stay On Track

We’ll analyse your data for you ahead of your board meetings, so you can give complete management reports.

Hands-Off Help

Hands-Off Help

You know your firm best - we’re just here to help you run it. Our hands-off support is there when you need it, with no pressure.

Central HR Support

Central HR Support

We take care of payroll, leave, and other essential HR processes - including ad-hoc support.

Space to Grow

Space to Grow

We want to help you grow - and if you outgrow your current premises, we’ll help you move to bigger, better ones.

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