Titan Wealth may launch takeover for IWP

Fast-expanding wealth manager and Financial Planner Titan Wealth is reported to be putting together a deal to take over rival private Financial Planning firm Independent Wealth Planners (IWP), which has £6bn AUM.

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IWP hunts for new chair as founder steps down

Independent Wealth Planners (IWP), the acquisitive Financial Planning firm, has begun the search for a new chair after founder and chair David Inglesfield unexpectedly stepped down at the end of December.

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IWP buys female-led Financial Planner firm  

Fast-growing Financial Planning group Independent Wealth Planners (IWP) has completed a deal to buy female-led Financial Planner Holistic Financial Leadership (HFL) for an undisclosed sum, adding £252m in assets to IWP.

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Tregidon takes CEO role as Maven rebrands

Maven Wealth has appointed experienced Financial Planner Gareth Tregidon as CEO and rebranded to Nugenis Financial Planning.

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