Independent Wealth Planners has acquired Holistic Financial Leadership, an IFA based in Cambridgeshire.
The deal will add around £250m in assets under management to IWP, while all staff will maintain their positions. Brenda Santimano and Patricia Hope, who founded HFL back in 2014, will continue as chief executive and non-executive director respectively.
Santimano said: “Over the last eight years, at HFL, we have built our business to take a truly independent holistic approach to financial advice. We believe that this is integral to all areas of financial decisions and focus on building long-term relationships with our clients.
“Providing financial leadership in all areas from corporate care services, savings, investment portfolios and mortgages, to retirement, estate and business continuity planning is key.
“As a female-led advisory firm, I am proud to say Holistic Financial Leadership is passionate about diversity, supporting women’s leadership and enterprise. Now with the backing of IWP, I believe we have an exciting opportunity to continue to grow and develop our proposition to reach new clients across the UK in whatever sector.”
The deal is IWP’s first purchase of the year, following a busy year of acquisitions in 2021.
To discuss the market for potential acquisitions, speak with our Senior Broker Gwill Evans and click here.
Louise Jeffreys is managing director of Gunner & Co, an IFA broker with values based on strong relationships built on trust, credibility and value.
Gunner & Co. specialise in IFA sales, IFA business sales, retiring IFAs and IFA client bank sales.