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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.

Get In Touch

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?

  • We invest in businesses with £50m+ AUA
  • We guarantee the independence of your client service
  • We invest in your business to support your growth ambitions
  • We help you realise your succession plan
  • We provide best in class support functions so you can focus on serving your clients
  • We invest in your people, providing great careers in a great profession

Independent Wealth Planners UK Ltd

Raphael Canetti, Aquisition Manager
M: 07787 197 663

7 Stratford Place, London, W1C 1AY
Tel: 02031488810

If you’re interested in finding out more about IWP, we’d love to hear from you.



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How IWP Works With IFAs Across the UK?