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Expect more adviser acquisitions soon says IWP

The Financial Planning community can expect to see more acquisitions soon from Independent Wealth Planners, chief executive David Inglesfield has told Financial Planning Today magazine’s latest issue.

A number of sellers are “exploring their options” with the group, said Mr Inglesfield in an interview with Financial Planning Today.

He said that the group’s strategy has remained largely unchanged as it continues to look for more acquisitions, despite the effects of the Coronavirus pandemic.

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Mr Inglesfield was interviewed as part of the Cover Feature for our most recent edition of Financial Planning Today Magazine.

Nigel Stockton, chief executive of wealth manager Ascot Lloyd, also revealed in the feature that his firm continues to look for acquisitions.

The feature looks at the firms resolutely focusing on growth despite the pandemic and asks several Financial Planners to share their tips for weathering the pandemic.

The feature looks at how a strong Financial Planning focus can give firms an advantage over their more transactional counterparts. It also looks at the role of technology, cost cutting exercises and marketing, as well as considering where the best opportunities for growth may lie.

Other highlights from the latest edition of Financial Planning Today Magazine include:

• Paraplanners share their working from home ‘highs and lows’

• A poignant Planner Casebook on how one leading Financial Planner helped a family cope with the devastating loss of a loved one

• James Mackay of Frazer James on reaching “overlooked and under-served” nextgen clients

• Wes Nixon of Kelsall Steele on his move from compliance to Financial Planning and his client management philosophy

>> Click the button below to enjoy a complimentary free preview. Subscribe now and you’ll receive every issue for a year, enjoy unlimited access to a 4 Year Magazine Library and get unlimited access to Financial Planning Today stories, features and comment for less than £50 by using code ’50SAVER’ on checkout. Check out p17 of the magazine for more details.

 

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