Independent Wealth Planners (IWP) has announced the acquisition of Cambridgeshire-based firm, Holistic Financial Leadership (HFL).
After several years of working as independent financial advisers, Brenda Santimano and Patricia Hope established HFL in 2014 to focus on the holistic financial health of their clients.
The firm now has £252.45m assets under advice and a team of 18 employees, including five financial advisers and four client relationship managers, with many of the team having worked together for over 13 years supporting client advice.
IWP acquires local independent financial advisory (IFA) firms to provide operational and support services, but leaves the day-to-day management in the hands of local teams, who may also retain a participation in the ownership of the business.
Following the latest deal, Santimano has been appointed CEO of HFL with the support of Hope, who will continue as a director of the business and all staff remain in post, with the team continuing to grow.
Hope commented: “We have worked hard to create a culture where clients and the wider market respect our integrity and trust the independence, consistency and competitiveness of the services HFL offers to all our clients both private wealth and corporate.
“With the support of IWP, we now have the resources to grow further, building on our existing success to provide our very personalised service to more private clients, business owners, executive care clients and corporate clients.”
Santimano added: “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.”
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