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 ...

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