Titan Wealth may launch takeover for IWP
- Monday, 29 April 2024
- Articles
Fast-expanding wealth manager and Financial Planner Titan Wealth is reported to be putting together a deal to take over rival private Financial Planning firm Independent Wealth Planners (IWP), which has £6bn AUM.
Read more...IWP hunts for new chair as founder steps down
- Friday, 06 January 2023
- Articles
Independent Wealth Planners (IWP), the acquisitive Financial Planning firm, has begun the search for a new chair after founder and chair David Inglesfield unexpectedly stepped down at the end of December.
Read more...IWP buys female-led Financial Planner firm
- Monday, 15 August 2022
- Articles
Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.
Read more...Tregidon takes CEO role as Maven rebrands
- Thursday, 05 May 2022
- Articles
Maven Wealth has appointed experienced Financial Planner Gareth Tregidon as CEO and rebranded to Nugenis Financial Planning.
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