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IWP adds £260m AUM with Premier Wealth purchase

Published: November 25, 2021

Independent Wealth Planners (IWP) has bought Premier Wealth Management, adding £260m to its assets under management (AUM).

Source: moneymarketing.co.uk

Related Topics:

United KingdomNorth YorkshireDavid BartonAdrian ShandleySutherland Independent LtdIndependent Wealth PlannersPremier Wealth ManagementAlexm GrantCustodian WealthProsper Wealth ManagementPersonal FinanceAcuity WealthSutherland Independent

IWP buys mother-daughter advice firm to spearhead D2C arm

Published: October 18, 2021

Independent Wealth Planners (IWP) has bought Yorkshire-based mother-daughter financial planning firm Acuity Wealth Management.

Source: moneymarketing.co.uk

Related Topics:

United KingdomNorth YorkshireSchofield SweeneySarah DougalDaniel BisbyJanet ComrieAdvisory ServicesSutherland Independent LtdIndependent Wealth PlannersAcuity WealthSutherland Independent