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IWP appoints Chartered Planner to head Cornish hub
Growing Financial Planning firm Independent Wealth Planners (IWP) has appointed Chartered Financial Planner Wes Nixon FPFS to lead its Cornish hub as the firm plans further acquisitions to expand the regional hub.
Mr Nixon will be chief executive of IWP’s regional office headquartered in Truro in Cornwall, branded as Kelsall Steele Investment Services, to drive IWP’s growth in the South West.
Kelsall Steele Investment Services (KSIS) was established in 1997 and the business now has more than £95m in funds under management and a team of four advisers along with Paraplanners and an administrative team.
Further acquisitions are expected to expand KSIS, according to IWP CEO David Inglesfield.
Mr Nixon brings over 20 years of professional experience in financial services, including at Legal & General, Sesame Bankhall Group and most recently Succession Wealth where he served as group compliance director and later Financial Planner.
He is a Chartered Financial Planner and Fellow of the Personal Finance Society and Chartered Insurance Institute.
Mr Nixon said: “In joining Kelsall Steele Investment Services, I am focused on continuing to build on the exceptional local brand and team, established by Lucien and Chris, that conveys quality and a client-centered approach to financial planning.
"IWP has a unique approach to acquisitions and I’m excited to work with their IFAs across the UK, leveraging the infrastructure provided for KSIS to continue to grow and give clients the excellent Financial Planning service they expect.”
• Read David Inglesfield's Working from Home diary here: Working From Home