News

22
Apr

IWP acquires Moss & Roberts

IWP has had a busy start to 2021 with many acquisitions, one of their most recent being Norfolk based Moss and Roberts which was one of three to complete in one swoop, taking IWP’s number of acquisitions to 22 in the past 2 years.

The deals boost IWP’s assets under management by around £400m ($551m, €470m), taking total assets administered under the IWP umbrella to almost £4bn, serviced by 80 financial advisers, with total group headcount now standing at 250 people.

Lead Broker at Gunner & Co. Gwill Evans says:

“the Moss & Roberts project was a unique deal which did throw up a few challenges, with multiple stakeholder objectives. Fortunately, it was great to see two dedicated teams working closely to find a resolution that benefitted everyone and ultimately a successful deal where everyone walked away happy”.

David Inglesfield, chief executive at IWP, said: “These acquisitions extend our existing nationwide network and mark further progress in our ambition to build Britain’s best wealth planning business.

“Our pace of growth is testament to the robustness of our model, which allows like-minded IFA owners to come together and share the benefits of group scale while maintaining a high degree of continuity for their clients and staff.

“We are committed to independence and it is great to see so many independent firms choosing to continue their proud tradition of client advice and service with IWP.”