Growing consolidator IWP acquires south west firm in fifth acquisition of 2020
£70m AUA
"This acquisition marks the first step in our growth plans to build IWP’s South West hub into a £500m true financial planning business" - Kelsall Steele's Wes Nixon.
Consolidator Independent Wealth Planners UK (IWP) has acquired adviser firm Westinsure Webb Financial Services, boosting the firm's presence in the south west.
The Cornwall firm has been serving clients for more than 60 years. Two advisers work at the firm, handling a total £70m assets under advice. The move marks IWP's tenth acquisition and its fifth of 2020,...
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