IWP acquires two wealth management firms

News Team, 12/11/2021

The nationwide group of independent financial advisers, Independent Wealth Planners (IWP) has agreed a deal to acquire both Alex M Grant and Custodian Wealth Management.

The double deal allows IWP to expand its nationwide coverage and increases IWPs’ assets and client base.

Alex M Grant, based in Keith, north-east Scotland, joins IWP’s regional firm for Aberdeenshire, Buchanan and Associates, bringing across a total of £290m in client assets.

Mr Grant commented on the acquisition: “I’m excited to be joining the IWP group - I can see that great service and client-focused outcomes are at the heart of th...

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