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Our Values

  • Clients Come First

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd

Marketing

For many leading advisors, marketing can be one of the hardest – and most disliked – parts of their business. Great work brings referrals from satisfied customers, but that only goes so far. There are hundreds if not thousands of people who can benefit from the advice and service of a trusted local advisor.

As part of our investment in your firm, IWP provides marketing support to help find new clients. This includes the use of social media and digital marketing, carefully targeted to reach the types of prospects which are right for you.

Of course, it also includes ensuring that your website is up to date and is kept fresh with relevant content, and search engine optimisation to drive the right sort of enquiries.
We can also work with you on seminars and webinars and on PR to build your local reputation. For example, we organise a regular programme of educational material and videos for clients, contributed by advisors from across the IWP group.

How we help

PROMOTION

PROMOTION

Our aim is to make you the best and most respected IFA in your area; it’s our job to help you get the message out to your local audience.

DIGITAL MARKETING

DIGITAL MARKETING

We’ll develop digital marketing campaigns to find more of your target clients, through social media and your website.

PUBLIC PROFILE

PUBLIC PROFILE

We’ll help you build your profile through local media and with key corporate partners.

WEBSITE OPTIMISATION

WEBSITE OPTIMISATION

We’ll tweak and tailor your website for more hits, more engagement and more enquiries.

CLIENT ENGAGEMENT

CLIENT ENGAGEMENT

We’ll help you reach out and do more with your clients, through our unique digital client engagement capabilities.

NATIONAL AWARENESS

NATIONAL AWARENESS

Partnering with us means joining a national brand, which will help to direct more clients to your firm.

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