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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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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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Lee Davis
Lee Davis
Program Management Consultant

Lee brings over 17 years of Finance industry experience, 10 of which have been in Wealth Management. Lee has successfully created and managed many projects and programs of work across Administration, I.T. and Front Office areas.

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Paul Holmes
Paul Holmes
Training & Compliance Manager

Paul has over 24 years’ of experience in financial services and specialises in compliance and adviser competence, training and development and sales management.

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Lucy Hill
Lucy Hill
PR and Communications Manager

Lucy is an experienced communicator having worked in the PR agency world and most recently in-house for one of the world’s largest advertising holding groups, managing PR and Corporate communications.

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Elizabeth Ryan
Elizabeth Ryan
Marketing and Communications Intern

Elizabeth graduated in Drama from Exeter University in 2016 and has subsequently held a variety of acting, hospitality and admin roles. Elizabeth brings strong communication skills along with experience in Social Media.

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Yau Hooi
Yau Hooi
Finance Consultant

Yau is a Chartered Accountant and has over 20 years’ experience in finance, including setting up and running finance teams for SMEs and growing businesses.

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Ama Adjei-Twum
Ama Adjei-Twum
Senior Accountant

Ama has worked in the finance department of various private equity firms focusing on fund and corporate accounting. Ama qualified as a Chartered Certified Accountant in 2016 and is a member of the Association of Chartered Certified Accountants.

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Local CEOs

David Barton
David Barton
CEO, 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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Chris Birch
Chris Birch
CEO, Murdoch Asset Management

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 CEO.

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Jon Booth
Jon Booth
CEO, Rixons Wealth Management

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

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Craig Gibson
Craig Gibson
CEO, 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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Wes Nixon
Wes Nixon
CEO, KELSALL STEELE INVESTMENT SERVICES

Wes joins KSIS as our new Chief Executive Officer, bringing over 20 years’ experience in the financial services industry.

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Neil Padget
Neil Padget
CEO, 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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Les Sharpe
Les Sharpe
CEO, Clairville York

Leslie, previously Head of Financial Services for a Legal 500 law firm and a Director of SIFA, co-founded Clairville York in 2001.

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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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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 Ozmen
Tamer Ozmen
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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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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