IWP acquires mother-daughter firm Acuity WM

£85m AUM

Tom Ellis
clock • 1 min read

Advice consolidator Independent Wealth Planners (IWP) has bought Acuity Wealth Management for an undisclosed fee.

The Yorkshire-based firm, run by Janet Comrie and her daughter Sarah Dougal, has added £85m assets under management and 228 clients. The pair have worked together for more than two decades and have four administrative staff and a paraplanner at the firm, all of whom will remain, IWP said. Acuity will become the founding firm of IWP Advisory Services, the consolidator said, which is the group's D2C channel, providing advice to clients who cannot travel to their local office or prefer to be advised virtually. The acquisition of Acuity WM represents IWP's 26th acquisition.  AWM direct...

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

LV= again backs PA's Women in Financial Advice Awards as headline sponsor

LV= again backs PA's Women in Financial Advice Awards as headline sponsor

Second year as lead sponsor on WIFA

Professional Adviser
clock 09 July 2026 • 1 min read
Barclays and AJ Bell eye targeted support offerings

Barclays and AJ Bell eye targeted support offerings

Exclusive: Firms waiting for FCA approval

Sophia Panayi
clock 08 July 2026 • 2 min read
CII launches vulnerability data sharing taskforce

CII launches vulnerability data sharing taskforce

Established three working groups

Sophia Panayi
clock 08 July 2026 • 2 min read