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Independent Wealth Planners UK Ltd
Paul Holmes

Paul Holmes

Training & Compliance Director

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

At IWP, Paul is responsible for:

  • Creation and implementation of the IWP Training & Competence Scheme across all Hubs
  • Improving the quality of training provided to advisers from induction to CAS
  • Improving case quality of adviser submissions through review, KPIs discussion and adviser 1:1 meetings