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Our Values

  • Clients Come First

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd

Central Team

David Inglesfield
David Inglesfield
CEO

David has 30 years’ experience in wealth management, in the UK and internationally. He has expertise in strategy development; business build; and people and commercial leadership.

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James Hunter
James Hunter
CFO

James has over 20 years’ experience in finance, including as CFO for a number of private and AIM-listed growth companies across a range of industry sectors.

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Tony Spain
Tony Spain
COO

Tony was an IFA for 12 years at the start of his career. For the last 20 years he’s led operations projects for leading wealth firms, including platform, operational and product strategy.

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Jason Wintie
Jason Wintie
Head of Compliance

Jason is a compliance professional with over 20 years’ experience across many sectors of the industry, including extensive support to the IFA sector.

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Steve Cohen
Steve Cohen
Finance Director

Steve has spent all his career helping small and medium-sized businesses to grow, working with professional investors in a range of business sectors.

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Virginie Faucon
Virginie Faucon
Marketing and Propositions Director

Virginie brings over 15 years’ of experience in brand strategy, marketing and digital proposition development, having worked in senior leadership roles for leading consumer brands.

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Marc Bishop
Marc Bishop
HR Director

As a Human Resources specialist, Marc has extensive expertise in reward leadership and strategy, incentives design, benefits provision and performance management.

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Raphael Canetti
Raphael Canetti
Strategy Associate

Raphael graduated with a masters from the London School of Economics studying Economic History, following on from an Economics degree from the University of Bristol.

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Jack Neighbour
Jack Neighbour
Director of Technology Strategy and Implementation

Jack is an expert in managing Operational and Change functions within middle and back office teams. He currently uses his experience to support IWP as a Senior Consultant.

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Local MDs

Chris Birch
Chris Birch
Managing Director, Murdoch Asset Managment

Chris is a Chartered Financial Planner with a background in retirement and investment strategy and planning. Chris also chairs Murdoch's investment committee, along with managing the company as Managing Director.

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Richard Lord
Richard Lord
Managing Director Bartholomew Hawkins Asset Management

As a Chartered Financial Planner, Richard uses his expertise in wealth management to support a variety of clients. He has particular experience in retirement planning, inheritance tax planning, and investment management.

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Ivan Logan
Ivan Logan
Managing Director, Rixons Wealth Management

As Managing Director of Rixons Wealth Management, Ivan has strong experience in financial services and management. Ivan specialises in pension and investment planning and management, along with tax-efficient strategies and analyses.

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Jon Booth
Jon Booth
Managing Director, Rixons Wealth Management

Jon brings his experience in wealth management and strategy to his role as Managing Director, supporting clients with long-term financial decisions, goals and planning.

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Neil Padget
Neil Padget
Managing Director, Alexander Grace Chartered Financial Planners

Having worked in financial services for over 30 years has given Neil a wealth of experience in pension and investment management. Neil is a Chartered Planner who specialises in retirement and investment planning options.

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Lucien Trathen
Lucien Trathen
Managing Director, Kelsall Steele Investment Services

As the Managing Director of Kelsall Steele Investment Services, Lucien is an innovator of investment management services for both individuals and businesses. Placing relationships at the heart of his approach, Lucien is dedicated to helping clients achieve their goals.

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Craig Gibson
Craig Gibson
Managing Director, AGL Wealth Management

As the founder and Managing Director of AGL Wealth Management, Craig relies on his corporate strategy and compliance expertise to deliver holistic financial solutions. He is a member of the Institute of Directors and the Association of Member Nominated Trustees.

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David Barton
David Barton
Managing Director, Prosper Wealth Management

As the Managing Director of Prosper Wealth Management, David has a long history in the financial services industry. He is skilled in project management, business development and wealth management, and holds Chartership qualifications in banking as well as financial services.

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Our Board

Alex Hambro
Alex Hambro
GROUP CHAIR

Alex is a leading investor and chair of listed businesses in various sectors. He has expertise in corporate strategy, governance and investor relations.

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James Kaberry
James Kaberry
Non-Executive Director

James is an experienced IFA and entrepreneur who brings particular expertise in data strategy and the use of innovative capabilities to improve client servicing and business management.

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Martyn Ryan
Martyn Ryan
Non-Executive Director

Martyn founded and built a specialist emerging markets investment management business. He has responsibility for the development of IWP’s group IM strategy.

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Les Cantlay
Les Cantlay
Non-Executive Director

Les is a compliance and risk adviser to boards, with many years’ experience of governance, regulation and risk matters. He brings a leading perspective and valuable in-depth experience.

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Tamer Ozman
Tamer Ozman
Non-Executive Director

Tamer has a strong track record of creating significant revenue growth and profitability across different businesses and geographies in SaaS, Telecommunications, and Digital, and brings a strong expertise in technology and systems to IWP.

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Steven Mills
Steven Mills
Non-Executive Director

Steven is a highly experienced CFO and CEO of several listed companies, and so brings top level financial and governance expertise to IWP.

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Andrew Fearon
Andrew Fearon
Non-Executive Director

Andrew is a highly experienced corporate finance advisor, and the founder and principal of Welbeck Capital, a leading consultant to numerous corporate and financial institutions.

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