IWP buys West Midlands firm as it makes 13th aquisition

Eighth this year

Sophie King
clock • 1 min read

Consolidator Independent Wealth Planners (IWP) has made its 13th acquisition by purchasing financial planning firm Beyond Financial.

The deal takes IWP's total acquisitions in 2020 to eight. Earlier this month (2 September), the firm acquired Kilmarnock-based financial firm Gilmour Hamilton Wealth Management (GHWM). It had already acquired Lancashire IFA Prosper Wealth Management, Scottish firm AGL WM in February, Clairville York, Richmond WM and Cornwall-based Westinsure Webb Financial Services. Last month, IWP acquired Milton Keynes-based Carnelian Capital Management, boosting the firm's presence in the South East and in June, it acquired Richmond House Wealth Management. The acquisition of Solihull-based Beyond ...

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

 'Once-in-a-parliament reset': Reeves rules out future fiscal events of Autumn Budget's scale

'Once-in-a-parliament reset': Reeves rules out future fiscal events of Autumn Budget's scale

Public finances now on a 'firm footing'

Valeria Martinez
clock 07 November 2024 • 3 min read
Emotional intelligence training platform launches for advisers

Emotional intelligence training platform launches for advisers

Created by behaviour analyst James Woodfall

Isabel Baxter
clock 07 November 2024 • 2 min read
Women in Financial Advice Awards 2024: All the winners revealed!

Women in Financial Advice Awards 2024: All the winners revealed!

WIFA 2024 awards were presented at gala dinner on 6 November

Professional Adviser
clock 07 November 2024 • 3 min read