IWP acquires Cambs-based HFL Advisory Services

Female-led advisory firm

Jenna Brown
clock • 1 min read

Independent Wealth Planners (IWP) has acquired Cambridgeshire-based Holistic Financial Leadership (HFL). 

Advisers Brenda Santimano and Patricia Hope set up HFL in 2014 to focus on the "holistic financial health of their clients". The business, which has a national presence, now has more than £250m in assets under advice and an eighteen-strong team, including five financial advisers, four client relationship managers with many of the team having worked together for over 13 years. Following the deal, Santimano has been appointed CEO of HFL with the support of Hope, who will continue as a director of the business and all staff remain in post. Hope said: "We have worked hard to create a cult...

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 Companies

Titan Wealth eyes Norwich-based IFA Finance Shop

Titan Wealth eyes Norwich-based IFA Finance Shop

Looking to snap up and merge firm as part of its ‘project Canaries’

Isabel Baxter
clock 31 January 2025 • 2 min read
Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Acquisition analysis: The top five biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

Isabel Baxter
clock 30 January 2025 • 4 min read
St James's Place 'on track' with charging structure overhaul

St James's Place 'on track' with charging structure overhaul

Delivery by second half of 2025

Isabel Baxter
clock 30 January 2025 • 2 min read