IWP acquires financial planning firm

19th October 2021

The expansion of Independent Wealth Planners continues at a rapid rate with the latest acquisition, mother-daughter financial planning firm, Acuity Wealth Management.

Daniel Bisby, associate in our corporate team, advised AWM on the acquisition.

The deal boosts IWP’s assets under administration by £85m, adding a further 228 clients in the process.

Janet Comrie and her daughter Sarah Dougal lead AWM and is one of the few mother-daughter independent advice practices in the UK. The financial planners have over 50 years’ financial planning experience between them. Their staff will all remain in place as part of the acquisition.

“Working with Janet and Sarah was an absolute pleasure and I’m delighted that they have completed their move into IWP. They have worked hard to grow their business to what it is today, and I am sure they will continue to be a success within the wider IWP Group.” Dan Bisby.

AWM becomes the founding representative of IWP Advisory Services and will provide independent financial advice to customers who are unable to travel to their local office or prefer to deal with an adviser virtually.

“By partnering with IWP we can give our clients the best of both worlds. The adviser to client relationship is built on a mutual trust, and so a local and personalised service proves invaluable. The acquisition means the close-knit relationships we’ve fostered with our clients can be complemented by the scale and resource of IWP whose centralised support will free up more time for us to focus on helping our clients achieve their financial goals.”
Janet Comrie, director and financial planner at AWM.

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