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Capital and Trust - August 15, 2022 - 0 minute read

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

HFL was founded in 2014, by advisers Brenda Santimano and Patricia Hope to focus on the “holistic financial health of their clients”. The business has 18 employees, including 5 financial advisers and 4 client relationship managers and more than £250m in assets under advice.

Following the deal, Brenda Santimano has been appointed CEO of HFL with the support of Patricia Hope, who will continue as a director of the business. All employees will remain and the team is expected to grow.

Santimano added: “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.”

IWP was established in 2019, it has acquired over 30 companies.

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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