Growing consolidator IWP snaps up London firm in eighth acquisition

Eighth 'hub'

Hannah Godfrey
clock • 1 min read

Independent Wealth Planners UK (IWP) has acquired Clairville York Financial Advisers for an undisclosed sum.

Clairville York will represent IWP's main hub for the area, with founder and managing director Leslie Sharpe staying on to lead and expand the business through further acquisitions of other local IFAs.   The firm, which was founded in 1987 and is headquartered in Cheam, Greater London, specialises in providing financial planning advice to private and corporate clients, trusts, employees and business owners. Six advisers work at the firm handling £374m assets under advice.  The acquisition marks IWP's third in 2020, having already bought Lancashire IFA Prosper Wealth Management and Sco...

To continue reading this article...

Join Professional Adviser for free

  • 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
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Is being Chartered worth it? Breaking down the perennial dissensus

Is being Chartered worth it? Breaking down the perennial dissensus

‘Many non-Chartered advisers are just as competent as those who are’

Hope Coumbe
clock 10 May 2024 • 4 min read
Andrew Goodwin: Financial advice and the Evangelista effect

Andrew Goodwin: Financial advice and the Evangelista effect

'Future of advice lies in independence, approachability and affordability'

Andrew Goodwin
clock 10 May 2024 • 4 min read
Aviva integrates robotic process automation into platform capabilities

Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

Sahar Nazir
clock 09 May 2024 • 1 min read