IWP acquires Cambs-based HFL Advisory Services

Female-led advisory firm

Jenna Brown
clock • 1 min read
IWP acquires Cambs-based HFL Advisory Services
Image:

IWP acquires Cambs-based HFL Advisory Services

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 ...

To continue reading this article...

Join Professional Adviser

 

  • 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

Jenna Brown
Author spotlight

Jenna Brown

Deputy Editor at Professional Adviser

View profile
More from Jenna Brown

PA360 North: Advisers must 'change mindset' on client retention

PA360 North: Advisers must 'start now' on Consumer Duty implementation

More on Companies

AJ Bell founder Andy Bell to exit board after FCA governance 'discussions'
Companies

AJ Bell founder to exit board after FCA governance 'discussions'

Need for clear distinction between exec and non-exec roles

Jenna Brown
Jenna Brown
clock 27 September 2022 • 2 min read
Sanlam Wealth rebrands to Atomos after £140m PE acquisition
Companies

Sanlam Wealth rebrands to Atomos after £140m PE acquisition

The hybrid wealth manager’s name means ‘indivisible’ in ancient Greek

Jenna Brown
Jenna Brown
clock 21 September 2022 • 1 min read
Sense and Lyncombe networks see revenue and profits rise
Companies

Sense and Lyncombe networks see revenue and profits jump

Profits at Sense network increased to £1.62m with revenue also rising

Jenna Brown
Jenna Brown
clock 20 September 2022 • 1 min read