Are you an IFA looking to secure your firm’s future? JOIN US NOW!

Our Values

  • We unite to better serve our clients

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd
Lee Davis

Lee Davis

Programme and Projects Director

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

At IWP, Lee is responsible for:

  • Creation of a standardised project framework for the acquisition and integration of “hubs” and “spokes” into the IWP group
  • Project management of entity integrations
  • Support the delivery of technology enhancements