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IWP Financial Planning Employee Directory

Financial ServicesEngland, United Kingdom11-50 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
58

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  • United Kingdom Of Great Britain And Northern Ireland
    58

IWP Financial Planning's Leadership

  • Chief People Officer at IWP Financial Planning
    H. T.
    Chief People Officer
    Mobile Phone
  • Chief Financial Officer at IWP Financial Planning
    D. E.
    Chief Financial Officer
    Mobile Phone
  • Head Of People Services at IWP Financial Planning
    V. C.
    Head Of People Services
    Mobile Phone
  • Head Of Client Operations at IWP Financial Planning
    N. F.
    Head Of Client Operations
    Mobile Phone
  • Head Of Fp&a And Treasury at IWP Financial Planning
    J. D.
    Head Of Fp&a And Treasury
    Mobile Phone
  • Executive Director at IWP Financial Planning
    C. B.
    Executive Director
    Mobile Phone
  • Project Manager at IWP Financial Planning
    B. R.
    Project Manager
    Mobile Phone
  • Compliance Manager at IWP Financial Planning
    M. S.
    Compliance Manager
    Mobile Phone

IWP Financial Planning Employee Metrics

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

Contact profiles from IWP Financial Planning

Name
Title
Contact
Location
Last Update
  • Senior Infrastructure Engineer at IWP Financial Planning
    A. H.
    Senior Infrastructure Engineer
    Mobile Phone
    United Kingdom, England
    Jul 01, 2026
  • Paraplanner at IWP Financial Planning
    E. G. D.
    Paraplanner
    Mobile Phone
    Jun 30, 2026
  • Financial Planner at IWP Financial Planning
    H. S. M. D.
    Financial Planner
    Mobile Phone
    United Kingdom, Scotland
    Jun 28, 2026
  • Information Technology Engineer at IWP Financial Planning
    R. P.
    Information Technology Engineer
    Mobile Phone
    United Kingdom, England
    May 31, 2026
  • Migration Engineer at IWP Financial Planning
    B. P.
    Migration Engineer
    Mobile Phone
    United Kingdom, England
    Apr 16, 2026
  • Financial Planner at IWP Financial Planning
    A. P.
    Financial Planner
    Mobile Phone
    United Kingdom, Scotland
    Jan 29, 2026
  • It Engineer at IWP Financial Planning
    D. C.
    It Engineer
    Mobile Phone
    United Kingdom, England
    Mar 19, 2026
  • Senior Corporate Services Administrator Cert Cii (ba Hons Marketing & Business Law) at IWP Financial Planning
    M. K.
    Senior Corporate Services Administrator Cert Cii (ba Hons Marketing & Business Law)
    Mobile Phone
    United Kingdom
    Apr 13, 2026

Frequently Asked Questions

What is IWP Financial Planning known for?

Minus sign iconPlus sign iconIWP Financial Planning was founded in 2018 and 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?

Minus sign iconPlus sign iconIWP Financial Planning employees' email format typically follows the pattern of First.Last@iwpuk.co.uk. 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?

Minus sign iconPlus sign iconIWP Financial Planning has approximately 47 employees as of August 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 August 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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