Professional Wealth Management

About IWP

“Our ethos at PWM is to build lasting relationships with clients to help them achieve their financial goals and objectives. By partnering with IWP, we can ensure continuity of our existing high-quality service, while expanding our proposition to more local people as the new Newcastle hub, backed by the group’s strong central support.”

Stephen Dickinson, Director

Our Relationship With IWP Group

IWP is a group of independent businesses under the leadership of local management teams. All IWP firms share infrastructure, work to common standards and common values.

While we were looking to secure the future of our business for both our clients and staff we explored a number of options. We decided on IWP because of their ethos of care, integrity and collaboration. They, like us, put the client at the centre of everything.

IWP allows firms to focus on providing an excellent service to clients, while accessing the resources and support to grow as part of a larger group.

IWP creates a valuable opportunity for a small number of the UK’s best IFA practices to come together and achieve substantial economies of scale while remaining free to run their business their way. Our firms are supported by a central team who provide the resources to help their business grow. This is a unique and powerful opportunity, backed by some of the most experienced and respected people in the industry.

What Is IWP Group

IWP was created to grow, support and promote the UK’s brilliant local independent financial advisory (IFA) firms. In every region of the UK, there are fantastic IFAs delivering unrivalled wealth planning support and advice to their clients – but the pressure of maintaining IT, compliance, investment research, marketing, and other necessities makes it hard for independent firms to continue alone.

They are here to take the pressure off IFA firms – so they can continue to do what they do best.

IWP is built from the bottom up, giving owners the ability to build up their business, coming together with others to be the best-regarded IFA firm in their region. As and when they choose to retire, we’re here to ensure a smooth succession and the long term continuity of their businesses.

By providing its member firms with support, infrastructure and economies of scale, to help them to grow.

IWP provides market-leading operational and support services, including compliance, IT, investment research, marketing, recruitment and training.