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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

Investment Research

IWP firms provide independent advice; we think that’s important for clients. We ensure that professional support is available to help our firms conduct the best possible investment research for client needs, on a whole of market basis.

We also make sure that our firms have access to good quality investments at a lower price than is commonly available elsewhere. That’s why IWP firms will have access to a model portfolio range, available on a discretionary basis at low cost. It will fit with typical risk rating tools and will offer both active and passive variants.

How we help

ASSET ALLOCATION STRATEGY

ASSET ALLOCATION STRATEGY

Giving you access to robust and up to date asset allocation models

APPROVED FUNDS LIST

APPROVED FUNDS LIST

Robustly researched funds, accessing quality passive and active solutions at institutional share classes

WHOLE OF MARKET RESEARCH

WHOLE OF MARKET RESEARCH

Helping you do the best possible job of caring for each individual client’s needs

MODEL PORTFOLIOS

MODEL PORTFOLIOS

Access to good quality, competitively priced discretionary portfolios compatible with your risk tool and available in active, passive and ethical variants.

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