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 management and financial planning advisers who administer £100m in assets under management. IWP CEO David Inglesfield (pictured) said: "We're very pleased that AGL Wealth Management is the first Scottish wealth planning firm to join IWP." He said the new team provides the type of "brilliant financial advice" that stands at the heart of IWP's mission, adding: "Together we'll help the...
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