IWP snaps up first Scottish firm in seventh acquisition

Now more than £2bn in client assets

Sophie King
clock
David Inglesfield: “Together we’ll help them reach even more customers in the year ahead.”
Image:

David Inglesfield: “Together we’ll help them reach even more customers in the year ahead.”

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...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Tap into our community intelligence through our regular Pro Adviser poll.
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Companies

Digital Independent Financial Adviser (IFA) Fintuity has appointed a COO and expanded its team by 60% in the wake of the launch of its financial virtual adviser

Fintuity expands team ahead of virtual adviser launch

COO appointed

Georgie Lee
clock 06 September 2021 • 2 min read
CEO of Brooks Macdonald Caroline Connellan

Brooks Macdonald completes Lloyds' offshore wealth business acquisition

Deal was announced in June this year

clock 01 December 2020 •
LV= confirms it is in talks with a number of parties.

LV= confirms discussions with other parties as Royal London merger rumours swirl

Sky News reports

Professional Adviser
clock 28 September 2020 •