A Message to IFA Owners: Securing Your Firm’s Future.
In these uncertain times, you may be considering the best way forward for your business.
You don’t want to sell out; having put years of your life into building client relationships, nurturing a team and growing a successful business, the last thing you want to do is cash in to someone who won’t understand or respect the good things that make your business special.
IWP’s business model has been developed for you. It builds on the success of your business to date, and provides the support it needs to become the leading IFA in your market.
Our model gives you the freedom to step back, retire, or carry on indefinitely – whatever fits with your own plans.
Whichever route you choose, you know you have the support of a large institution committed to growing your firm, caring for your clients and providing great careers for your people.
We’re here to build the UK’s best wealth planning business. But we don’t need to start from scratch, because you’ve already done most of the hard work for us.
Please contact me personally to have an informal confidential chat about your plans, and how IWP can support them.
David Inglesfield DipPFS TEP
M: 07498 242 740
Looking to secure the future of your business while protecting your staff and client relationships?
Looking for an investment partner to help grow your business locally while securing its independence?
If you’re interested in finding out more about IWP, we’d love to hear from you.GET IN TOUCH NOW
We spent 3 years trying to find a way of joining with other like-minded firms to ensure our businesses look after our clients and our staff, and with IWP we have found the perfect way to secure the LONG term success for all the stakeholders in our business
We had explored a number of options to secure the long term future of the business. Most of them we immediately rejected as they would have destroyed the unique and very successful features which our clients value. What we liked about IWP was that it offered us a way to maintain our autonomy whilst coming together with other like-minded firms to access national resources and expertise
We’ve had lots of offers over the years, but we have never either needed or wanted to sell the business. The partnership with IWP gives us a unique way to retain significant ownership whilst accessing capital and resources to allow us to grow. Our aim is very simple; with IWP’s help, we believe that we can become the leading IFA in the region, and work with other IWP firms around the country to share expertise and access the best resources for our clients.