Independent Wealth Planners’ Acquisition Of Acuity Wealth Management

Schofield Sweeney advised Independent Wealth Planners on the deal.

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

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

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.

Daniel Bisby (Picture), associate in Schofield Sweeney’s corporate team, advised AWM on the acquisition.

 

Involved fees earner: Daniel Bisby – Schofield Sweeney Solicitors;

Law Firms: Schofield Sweeney Solicitors;

Clients: Independent Wealth Planners;

Author: Giulia Di Palma