IWP Central Team

Guiding the Path of Independent Wealth Planning

Chief Executive Officer

Rob Allen

Rob has extensive leadership experience building regulated financial services businesses, predominantly with leading UK and international banks. He has a track record of managing and motivating large scale customer facing teams with a national footprint to deliver outstanding financial results whilst simultaneously achieving exceptional outcomes for clients and colleagues. In the process he has become accomplished at managing senior stakeholders including regulators and investors.

Chief Financial Officer

Dominic Easton

Dom is a highly commercial CFO with 25 years experience working in Financial Services and Fintech. Having played a key role in several high growth businesses he has extensive knowledge of acquiring, financing and integrating corporate deals and in driving underlying organic growth.

Chief People Officer

Helen Thornton

Helen has 25 years’ experience working across the transport, financial services and education sectors in both publicly listed and privately-owned organisations with the last 16 years spent at Exco level (principally in HR Director/CPO roles), Helen has extensive experience in facilitating organisational growth, change and development.

Chief Risk Officer

Tony Bullock

Tony has a wealth of experience having worked with some of the largest Networks and National IFAs in the UK over the last 27 years. Tony has a detailed knowledge of FCA requirements, risk management and compliance operations which he uses to advise the IWP Executive and firms to get the best outcomes for our clients. Tony is a Fellow of the International Compliance Association.

Legal Counsel & Company Secretary

Stephen Roberts

Stephen joined IWP in January 2022 as legal counsel and group company secretary. As a corporate partner at national law firm Gateley Legal, Stephen advised IWP on the group’s acquisitions. As well as advising IWP, Stephen acted for a number of other businesses in the wealth management and financial services sector. Stephen’s experience includes acting for a wide range of public and private companies, private equity funds, management teams, banks and other funders.

Chief Information Officer

Paul Miller

Paul started in financial services over 25 years ago. He serves as our Chief Information Officer. A dedicated technology professional, he is focused on effective execution. At IWP, Paul oversees Data Protection, Digital, Data, Technology, and AI governance and strategies, as well as the evolution of our client digital proposition and the development of our Business Intelligence Platform. His proactive leadership ensures strategic management across these critical domains.

Reach out to us today and find out how to become a part of the IWP community.

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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
Raphael.Canetti@iwpuk.co.uk
M: 07787 197 663

7 Stratford Place, London, W1C 1AY
Tel: 02031488810
Email: HELLO@IWPUK.CO.UK

Get In Touch

Fill in the form below and our team will be happy to assist you

Contact Information

+44 203 148 8810
hello@iwpuk.co.uk

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

7 Stratford Place, Marylebone, London, W1C 1AY

Get In Touch

Fill in the form below and our team will be happy to assist you

Contact Information

+44 203 148 8810
hello@iwpuk.co.uk

Opening Hours

Monday – Friday 9am-5pm 
Weekend – Closed

Address

7 Stratford Place, Marylebone, London, W1C 1AY