About IWP Financial Planning
IWP Financial Planning is a Financial Services company based in London (Canada) founded in 2018. Personalized financial planning is offered by a nationwide team. It operates on a Professional Services model. IWP Financial Planning has completed 17 acquisitions, including AGL Wealth Management, AWM UK and Acuity Wealth Management. IWP Financial Planning offers products and services including Financial Planning and Advice, Inheritance Tax and Estate Planning, Planning for Retirement, Funding Long-term Care, and Mortgage Advice. Its focus areas include Financials and Wealth Management. Its legal entity is IWP Financial Planning Limited. Its competitors include Wellington-Altus, Harbourfront Wealth Management and Lexaria Bioscience; 2 of its 3 listed competitors have raised funding.
Company details
Financial planning and advice are provided by IWP Financial Planning to protect wealth and legacy. Services include inheritance tax and estate planning, retirement planning, long-term care funding, and mortgage advice. A nationwide team of experts is engaged to deliver tailored solutions across these areas. The focus is placed on simplifying complex financial decisions for clients. Ongoing monitoring and reviews are conducted to ensure financial security. The company operates within the financial services sector, specializing in wealth management.
- Headquarters London, Canada
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website iwpuk.co.uk
- Social LinkedIn X
- Legal Name Iwp Financial Planning Limited
- Investments & AcquisitionsAGL Wealth Management
& 16 more
Products & Services of IWP Financial Planning
IWP Financial Planning offers a comprehensive portfolio of products and services, including Financial Planning and Advice, Inheritance Tax and Estate Planning, Planning for Retirement, Funding Long-term Care, and Mortgage Advice.
Personalized financial advice is provided for wealth protection.
Expert guidance is offered for estate and tax planning.
Tailored retirement plans are created for financial security.
Solutions for long-term care funding are expertly provided.
Expert mortgage guidance is given for property aspirations.
Investments & Acquisitions by IWP Financial Planning
IWP Financial Planning has strategically engaged in corporate development activities, having acquired 17 companies. Notable acquisitions include AGL Wealth Management, AWM UK and Acuity Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided to the investment industry. | hflfinancial.com | Royston, United Kingdom | 2014 | Aug 2022 | •••• | |
Financial planning, wealth management, and related services are provided. | premierwealth.com | Southport, United Kingdom | 2001 | Nov 2021 | •••• | |
Financial advisory services are provided from York, United Kingdom. | awm-ifa.co.uk | York, United Kingdom | 2020 | Oct 2021 | •••• | |
Recycling and waste collection services are provided across the UK. | awm.uk.com | Leeds, United Kingdom | 2000 | Oct 2021 | •••• | |
Wealth and financial management services are provided to clients. | encompassfm.co.uk | 2004 | Sep 2021 | •••• | ||
Wealth management services are provided to clients by Omnium Wealth. | omniumwealth.com | Guildford, United Kingdom | 2002 | Jun 2021 | •••• | |
Private banking, investment, asset allocation, and fintech news is covered. | pwmnet.com | London, United Kingdom | 2001 | May 2021 | •••• | |
Independent wealth management services are provided to UK clients. | sutherlandindependent.co.uk | Edinburgh, United Kingdom | 1996 | Feb 2021 | •••• | |
Wealth management services are provided to clients in the UK. | donaldwm.co.uk | Sutton Coldfield, United Kingdom | 2003 | Dec 2020 | •••• | |
Investment and wealth management services are provided by Hhda. | hhda.co.uk | Hove, United Kingdom | 2006 | Sep 2020 | •••• |
Complete acquisition details for IWP Financial Planning
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Timeline of IWP Financial Planning
11 dated milestones of IWP Financial Planning across 4 years, from founding to its latest funding, stage changes and deals.
- Founded IWP Financial Planning is founded.
- Acquisition Acquires Hhda.
- Acquisition Acquires Donald Wealth Management.
- Acquisition Acquires Sutherland Independent.
- Acquisition Acquires PWM.
- Acquisition Acquires Omnium Wealth.
- Acquisition Acquires Encompass Financial Management.
- Acquisition Acquires AWM UK.
- Acquisition Acquires Acuity Wealth Management.
- Acquisition Acquires Premier Wealth.
- Acquisition Acquires Holistic Financial Leadership.
Competitors of IWP Financial Planning
IWP Financial Planning has 3 listed competitors in our database, 2 of them funded. They include Wellington-Altus, Harbourfront Wealth Management and Lexaria Bioscience.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wellington-altus.ca | 2017 | Vancouver, Canada | $98.13M | Wealth management services are provided by Wellington-Altus. | ||
| harbourfrontwealth.com | 2013 | Vancouver, Canada | $310.92M | Wealth management services are provided to clients in Canada. | ||
| lexariabioscience.com | 2004 | Kelowna, Canada | Patented drug delivery technology is developed for bioactive molecules. |
Detailed competitors of IWP Financial Planning
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Frequently Asked Questions about IWP Financial Planning
IWP Financial Planning was founded in 2018.
IWP Financial Planning is headquartered in London, Canada. It is registered at London, Ontario, Canada.
Financial planning and advice are provided by IWP Financial Planning to protect wealth and legacy. Services include inheritance tax and estate planning, retirement planning, long-term care funding, and mortgage advice. A nationwide team of experts is engaged to deliver tailored solutions across these areas. The focus is placed on simplifying complex financial decisions for clients. Ongoing monitoring and reviews are conducted to ensure financial security. The company operates within the financial services sector, specializing in wealth management.
IWP Financial Planning's top competitors include Lexaria Bioscience, Wellington-Altus and Harbourfront Wealth Management.
IWP Financial Planning offers Financial Planning and Advice, Inheritance Tax and Estate Planning, Planning for Retirement, Funding Long-term Care, and Mortgage Advice.
IWP Financial Planning has made 17 acquisitions, including AGL Wealth Management, AWM UK, and Acuity Wealth Management.
IWP Financial Planning operates through Iwp Financial Planning Limited.