Are you an IFA looking to secure your firm’s future? JOIN US NOW!

Our Values

  • Clients Come First

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd

IT & Operations

We usually say that when you join IWP, “nothing changes on day 1”; we prefer to take time to get to know your business before making any significant changes. But one of the things we will do is check your desktop IT for security and efficiency. It’s important to ensure that your systems are up to date and have the latest protection.

Over the medium term, we’ll move you to the IWP back office system and make available our investment platform, which we expect will in many cases provide better functionality and reporting at a lower cost for clients.

Our aim is to give all our firms a single, integrated, efficient operating system allowing your people to spend their time caring for clients and giving your clients a much higher standard of information and access than is typically available today.

How we help

INTEGRATED SYSTEMS

INTEGRATED SYSTEMS

Our integrated systems strategy will ensure that your business keeps up to date with industry technology, so that your processes are efficient and your staff can spend more time serving clients.

SCALABLE BUT POWERFUL

SCALABLE BUT POWERFUL

Your IT systems should grow with you, which is why we invest in systems and software that can scale to the size you need.

CUTTING COSTS, SAVING TIME

CUTTING COSTS, SAVING TIME

Because our scale gives us greater buying power with providers, we aim to reduce costs for your business and for your clients.

STAY SECURE

STAY SECURE

Our experts will check your desktop systems for security and efficiency, making sure you’re protected and that your client data is safe.

BETTER FOR CLIENTS

BETTER FOR CLIENTS

We are bringing the latest digital reporting and engagement tools to the sector, to give your clients easier access and the best possible client experience.

Loading...