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Our Values

  • Clients Come First

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd

Our Firms

We support some of the UK’s best regional firms, each its own independent business run by a local board. While we provide the support they need to grow their local presence, our member firms continue to do what they do best, providing leading financial advisory services and advice.

AGL
AGLGlasgow & Edinburgh

  • Holistic Advice for Private Clients, Entrepreneurs and Business Owners

  • Wealth Management Specialists

  • Financial Planners

  • Online Investment Solutions

  • Employee Benefits Consultants

  • Professional Partners

  • Cashflow Modelling

  • Protection Planning

  • Retirement Solutions

  • Investment Strategies

  • Trust, Tax and Estate Planning

  • Corporate Services

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Alexander Grace
Alexander GraceMeriden, West Midlands

  • Independent financial advisors

  • Private client investment advice

  • Pensions and retirement planning

  • Inheritance planning

  • Protection

  • Personal Investment Advice

  • Pensions and retirement planning

  • Corporate financial planning

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Bartholomew Hawkins
Bartholomew HawkinsCardiff, Wales

  • Independent financial advisors

  • Private client investment advice

  • Pensions and retirement planning

  • Inheritance planning

  • Protection

  • Personal Investment Advice

  • Corporate financial planning

  • Pensions on Divorce

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Clairville York
Clairville YorkCheam, SW London

  • Independent Financial Advisers

  • Personal Investment Advice

  • Pensions and Retirement Planning

  • Inheritance Tax Planning

  • Pensions on Divorce

  • Corporate Financial Planning

  • Employee Benefits Consultants

  • Professional Partners

  • Trust, Tax and Estate Planning

  • Cashflow Modelling

  • Holistic Advice for Private Clients, Entrepreneurs and Business Owners

  • Mortgage Advice

  • Protection Advice

  • FT Top 100 Financial Advisers

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Kelsall Steele
Kelsall SteeleTruro, Cornwall

  • Independent financial advisors

  • Private client investment advice

  • Pensions and retirement planning

  • Inheritance planning

  • Protection

  • Personal investment advice

  • Corporate financial planning

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Murdoch
MurdochAlton, Hampshire

  • Independent financial advisors

  • Chartered financial planners

  • Independent investment managers

  • Private client investment advice

  • Pensions and retirement planning

  • Inheritance planning

  • Protection

  • Corporate financial planning

  • Wealth manager gold award, 2017

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Prosper Wealth Management
Prosper Wealth ManagementWigan, Lancashire

  • Chartered Financial Planners

  • Wealth Management

  • Pension and Retirement Planners

  • Investment Advisers

  • Estate and Inheritance Tax Planning

  • Long Term Care Advisers

  • Pension Transfer Specialists

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Richmond House
Richmond HouseStevenage, Hertfordshire

  • Wealth Management

  • Retirement Planning

  • Tax Planning

  • Inheritance Planning

  • Investment Management

  • Corporate Services (including Auto Enrolment)

  • Cash flow modelling

  • Long term care

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Rixons
RixonsHull, East Yorkshire

  • Financial advisors

  • Private client investment advice

  • Pensions and retirement planning

  • Pension trustees

  • Inheritance planning

  • Protection

  • Personal investment advice

  • Mortgage advice

  • Corporate financial planning

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