Growing consolidator Independent Wealth Partners (IWP) has acquired Scottish financial planning firm AGL Wealth Management.
With two offices in Glasgow and Edinburgh, the acquisition of AGL marked IWP's seventh acquisition and saw the firm cross the £2bn line in client assets. The AGL team moving to IWP includes five wealth...
Deal was announced in June this year
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Running sessions throughout June's inaugural event