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Our Values

  • Clients Come First

  • We Invest In Our People

  • We support local IFAs’ independence

Independent Wealth Planners UK Ltd

Training and Development

Investing in people is key to the success of your business; it makes for better client advice and service – and it is a powerful tool to retain staff and let them know you really care about them.

We work with some of the leading names in the industry to provide group-wide and individual training to keep talent fresh and learn how to manage new problems. This includes video and on-demand services for busy advisors; support for relevant qualifications; and the opportunity for peer to peer development throughout IWP’s firms.

We actively support the recruitment, induction and training of people who are new to the sector but have the right skills to succeed. This is a vital way of bringing new talent into the industry and ensuring the long term future of our businesses.

How we help

ADVISER ACADEMY

ADVISER ACADEMY

Structured training and development support for advisers and new recruits

INDIVIDUAL COACHING AND TRAINING

INDIVIDUAL COACHING AND TRAINING

Resources to support you in providing individual development support to key members of your team.

DEVELOP YOUR TEAM

DEVELOP YOUR TEAM

Build your team’s skills with complete advice and support from our experts.

GROW THE WAY YOU WANT TO

GROW THE WAY YOU WANT TO

Flexible help for you and your team, to learn the skills you want to learn.

ADVICE AND SUPPORT

ADVICE AND SUPPORT

Alongside our training, we provide expert advice when you need it.

A PRACTICAL & EFFECTIVE T&C SCHEME

A PRACTICAL & EFFECTIVE T&C SCHEME

We aim to ensure that T&C is a valuable developmental resource for all advisers, and we’re here to help ensure that your staff and team leaders have everything they need to succeed.

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