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Tregidon takes CEO role as Maven rebrands

Maven Wealth has appointed experienced Financial Planner Gareth Tregidon as CEO and rebranded to Nugenis Financial Planning.


IWP adds to exec team as reshuffle continues

Acquisitive Financial Planning firm Independent Wealth Planners has hired Helen Thornton for the newly created role of chief people officer.


IWP hires new CEO as founder moves to new role

Rapidly expanding Financial Planner and wealth manager Independent Wealth Planners has appointed Rob Allen as its new group CEO to succeed founder David Inglesfield who is stepping down from the role.


IWP acquires £135m wealth manager in 30th deal

Rapidly expanding Financial Planning-focused advisory group Independent Wealth Planners (IWP) has acquired Throgmorton Wealth Management in its 30th acquisition deal.

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