IWP acquires Cambs-based HFL Advisory Services

Female-led advisory firm

Jenna Brown
clock • 1 min read

Independent Wealth Planners (IWP) has acquired Cambridgeshire-based Holistic Financial Leadership (HFL). 

Advisers Brenda Santimano and Patricia Hope set up HFL in 2014 to focus on the "holistic financial health of their clients". The business, which has a national presence, now has more than £250m in assets under advice and an eighteen-strong team, including five financial advisers, four client relationship managers with many of the team having worked together for over 13 years. Following the 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. Hope said: "We have worked hard to create a cult...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Experienced financial planner launches own firm

Experienced financial planner launches own firm

Set up through the ValidPath network

Isabel Baxter
clock 20 December 2024 • 4 min read
FSCS receives information to progress with Tenet claims

FSCS receives information to progress with Tenet claims

Expects to open online portal in early 2025

Isabel Baxter
clock 19 December 2024 • 2 min read
Titan Wealth secures IWP deal

Titan Wealth secures IWP deal

Brings Titan Wealth’s AUM to approximately £35bn

Isabel Baxter
clock 18 December 2024 • 2 min read