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

IWP Acquires London Firm, Clairville York, as Expansion Continues

IWP Acquires London Firm, Clairville York, as Expansion Continues

Thirty-five year IFA veteran will lead company’s first London advisory office

London, 9th March 2020 – Independent Wealth Planners UK (IWP UK) announces today the acquisition of financial planning firm Clairville York Financial Advisers as the company’s eighth hub.

Clairville York, founded in 1987 by Leslie Sharpe, is headquartered in Cheam, Greater London. Clairville York specialises in providing financial planning advice to private and corporate clients, trusts, employees and business owners. It will represent IWP’s main hub for the area, with MD Leslie Sharpe staying on to lead and expand the business through further acquisitions of other local IFAs.

Clairville York has six advisers and a total of £374m AUA.

Leslie Sharpe, founder of Clairville York, says “Over 35 years we have built great client relationships and a great team. Our people built this business, our clients are this business and the people at IWP understand our business. Securing the future growth of the business and its clients was key to us. We are excited to be joining the IWP group of likeminded firms. Retaining our independence with access to IWP’s brand, central support and resources is the key to our combined futures, whilst allowing us to focus on our clients.”

David Inglesfield, CEO of IWP, says “Les has done an incredible job building his business. As part of IWP, he’ll be able to focus his team on providing excellent client service. We look forward to providing him with the appropriate infrastructure and resources to help him expand Clairville York’s model throughout South London, Kent and Surrey.”

IWP was created to grow, support and promote the UK’s brilliant local independent financial advisory (IFA) firms and build the UK’s best financial advice service. IWP provides market-leading operational and support services, including compliance, IT, investment research, marketing, recruitment and training, allowing IFAs to spend more time with their clients. IWP acquires local firms but leaves the day to day management in the hands of local teams, who may also retain a participation in the ownership of the business.

For further information contact:
Lucy Hill
PR and Communications Manager
Lucy.Hill@IWPUK.co.uk

Loading...