IWP Financial Planning logo

IWP Financial Planning Employee Directory

Financial ServicesEngland, United Kingdom51-200 Employees

IWP Financial Planning is a mid-sized London-based financial services firm that specializes in supporting independent financial advisory and wealth planning firms across the UK. The company operates as a consolidator, investing in IFAs by acquiring all equity or a substantial stake and then providing infrastructure and back-office support to facilitate growth. Growth is pursued through organic expansion and additional acquisitions, with a focus on regional scale by merging local practices. The approach emphasizes that the acquired staff and offices are valued assets, enabling owners to build their business and plan for a smooth succession.

The business model places IWP within the UK financial services landscape as a builder of a national IFA network by bringing regional firms together. The company has a history of acquiring advisory firms, including Buchanan & Associates Financial Planning Ltd in 2021, illustrating its growth-through-acquisition strategy.

Find IWP Financial Planning employees' phone numbers or email addresses

IWP Financial Planning Global Highlights

Location
Employees

Europe
63

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  • United Kingdom Of Great Britain And Northern Ireland
    63

IWP Financial Planning's Leadership

  • Stylized image of a person
    H. T.
    Chief People Officer
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  • Stylized image of a person
    D. E.
    Chief Financial Officer
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  • Stylized image of a person
    V. C.
    Head Of People Services
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  • Stylized image of a person
    N. F.
    Head Of Client Operations
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  • Stylized image of a person
    J. D.
    Head Of Fp&a And Treasury
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  • Stylized image of a person
    B. R.
    Project Manager
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  • Stylized image of a person
    M. S.
    Compliance Manager
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  • Stylized image of a person
    S. C.
    Client Services Team Lead
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IWP Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Finance
  • Information Technology
  • Legal
  • Other
  • Human Resources
  • Analytics

Contact profiles from IWP Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. T.
    Chief People Officer
    Phone icon
    Isle of Man
    Jul 17, 2026
  • Stylized image of a person
    D. E.
    Chief Financial Officer
    Phone icon
    United Kingdom
    Jun 07, 2026
  • Stylized image of a person
    V. C.
    Head Of People Services
    Phone icon
    United Kingdom
    Jul 17, 2026
  • Stylized image of a person
    N. F.
    Head Of Client Operations
    Phone icon
    United KingdomEngland
    Aug 13, 2025
  • Stylized image of a person
    J. D.
    Head Of Fp&a And Treasury
    Phone icon
    United KingdomEngland
    Apr 17, 2026
  • Stylized image of a person
    B. R.
    Project Manager
    Phone icon
    United KingdomEngland
    Jun 28, 2026
  • Stylized image of a person
    M. S.
    Compliance Manager
    Phone icon
    United KingdomEngland
    Jun 25, 2026
  • Stylized image of a person
    S. C.
    Client Services Team Lead
    Phone icon
    United Kingdom
    Apr 14, 2026
  • Stylized image of a person
    C. M.
    Compliance Manager
    Phone icon
    United KingdomEngland
    Apr 17, 2026
  • Stylized image of a person
    A. H.
    Senior Infrastructure Engineer
    Phone icon
    United KingdomEngland
    Jul 01, 2026

Frequently Asked Questions

What is IWP Financial Planning known for?

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IWP Financial Planning was founded in 2018 operates in the Financial Services industry. Explore IWP Financial Planning's company overview page for more information.

What is IWP Financial Planning's most common email format?

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IWP Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more IWP Financial Planning email formats with LeadIQ.

How many employees does IWP Financial Planning have currently?

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IWP Financial Planning has approximately 63 employees as of July 2026. These team members are located across 1 continents, including Europe.

Who are IWP Financial Planning's key employees and leadership?

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As of July 2026, IWP Financial Planning's key employees include:

  • Chief People Officer: H. T.
  • Chief Financial Officer: D. E.
  • Head Of People Services: V. C.
  • Head Of Client Operations: N. F.
  • Head Of Fp&a And Treasury: J. D.

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