Our Values

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.

Prior to establishing IWP, he was Head of Wealth for an AIM-listed wealth manager, for whom he led a re-brand and strategic realignment to the financial planning market. He developed the IWP strategy based on discussions with IFA principals across the country. These discussions identified a clear market gap for a consolidation strategy which leverages the strengths of the best local IFAs and brings national scale to drive earnings growth in a market where demand exceeds quality supply.