The deal, subject to regulatory approval, includes IWP’s two trading entities: IWP Financial Planning Limited and IWP Investment Management Limited. It brings approximately £6.6bn of client ...

Titan Wealth has bought UK-wide consolidator Independent Wealth Planners for an undisclosed sum. The deal includes IWP’s two trading entities, IWP Financial Planning Limited and IWP Investment ...

“Providing financial leadership in all areas from corporate care services, savings, investment portfolios and mortgages, to retirement, estate and business continuity planning is key.

The team comes from IWP Family Office with $450 million assets ... Moneta, which has offered financial planning services since 1933, inhabited a single office until launching a national growth ...