Titan Wealth plans to acquire Independent Wealth Planners to enhance its financial advisory services and increase assets under management by approximately £6.6 billion.

Target Information

Independent Wealth Planners (IWP) is a prominent provider of financial planning solutions in the UK, recognized for its robust service offerings and commitment to client satisfaction. The company operates through two main entities: IWP Financial Planning Limited and IWP Investment Management Limited, collectively managing around £6.6 billion in assets under administration (AuA).

The acquisition by Titan Wealth highlights IWP's strong position in the market and the effective restructuring initiatives taken by its management team, which transitioned all business activities into two regulated entities on a unified operational platform. This strategic move enhances IWP's capacity to deliver a harmonized client experience.

Industry Overview in the UK

The financial services industry in the UK is highly developed and competitive, comprising a wide range of sectors including banking, investment management, and financial planning solutions. Wi