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...

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