IWP UK
IWP UK, originally IWP Financial Planning, is a London-based wealth planning and advisory firm now integrated into Titan Wealth Planning under Titan Wealth Holdings. It serves UK HNW individuals, financial advisers, institutions, and corporates with managed portfolios and financial planning.
- Company typePrivate
- Founded2018
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What IWP UK does
IWP UK, originally operating as IWP Financial Planning and IWP Principal, is a London-headquartered UK wealth planning and financial advisory firm founded in 2018. The company was acquired and fully integrated into Titan Wealth Planning, a subsidiary of Jersey-registered Titan Wealth Holdings Limited, and now operates as a trading style within that group alongside 25+ other absorbed brands (including Acuity Wealth Management, Edinburgh Wealth Management, Premier Wealth Management, Kelsall Steele Investment Services, and Buchanan & Associates Financial Planning).
The business serves four distinct customer segments — private individuals and families (HNW and mass-affluent), professional financial advisers, professional and institutional investors (institutions, asset managers, pension funds, charities, trusts), and corporate employers — across four distribution channels: in-person direct advisory, a financial adviser portal, a digital self-service platform, and a corporate benefits channel. Its product suite spans managed portfolio services (Long Term, Medium Term, ESG Long Term, Active, Passive, Blended, and Sustainable MPS), comprehensive financial planning (wealth protection, growth, retirement, intergenerational transfer), a specialized Sports Division for athletes, and a Private Wealth offering for HNW clients. Operating entities (Titan Wealth Planning Limited, Titan Investment Solutions Limited, Titan Alternatives Limited, Titan Private Wealth Limited, and Square Mile Investment Consulting and Research Limited) are FCA-authorized and regulated.
Revenue mechanics are fee-based and recurring, derived from financial planning fees, investment management charges, and advisory services, with quote-based individualized pricing rather than publicly disclosed fee tiers. No proprietary technology, AI/ML capabilities, or digital platform architecture is disclosed in the available source material, suggesting a traditional relationship-led wealth management model with a digital self-service overlay. No revenue, AUM, funding round, or headcount time-series data is disclosed; the 11–50 employee headcount and multi-segment, multi-channel footprint indicate a mid-sized UK wealth management practice operating within a much larger group context.
IWP UK firmographics
Firmographics- Name
- IWP UK
- Legal name
- Titan Wealth Holdings Limited
- Website
- https://iwpuk.co.uk
- Company type
- Private
- Founded year
- 2018
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- IWP UK, originally IWP Financial Planning, is a London-based wealth planning and advisory firm now integrated into Titan Wealth Planning under Titan Wealth Holdings. It serves UK HNW individuals, financial advisers, institutions, and corporates with managed portfolios and financial planning.
- Ownership category
- akta.pro rank
IWP UK industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Discretionary Portfolio Management (DPM) (FSAAABAC), Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where IWP UK is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
IWP UK business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advisory and Wealth Management Services: Revenue generated through financial planning fees, investment management charges, and advisory services for private clients, professional investors, and institutional clients. Services include portfolio management, retirement planning, and wealth protection solutions.
Go-to-market motion1 record
Distribution channels4 records
Marketing channels3 records
IWP UK product offering
Product offeringCore offering
IWP UK provides wealth planning and financial advisory services for UK private individuals, families, financial advisers, institutional investors, and corporate employers. Following acquisition by Titan Wealth Planning, the business delivers a diversified suite of managed portfolio services (Long Term, Medium Term, ESG Long Term, Active, Passive, Blended, and Sustainable) alongside comprehensive financial planning covering wealth protection, growth, retirement, and intergenerational wealth transfer. Services are delivered through FCA-regulated subsidiaries and distributed via direct advisory, an adviser portal, a digital self-service platform, and a corporate benefits channel.
Product overview
Titan Wealth Planning is a unified wealth management platform serving individual investors, families, and professional clients. Following its acquisition and integration of IWP Financial Planning and 26 other financial planning and wealth management firms, the platform offers a comprehensive suite of investment solutions organized into managed portfolio services (Active, Passive, Blended, Sustainable, and ESG Long Term portfolios) alongside financial planning capabilities (wealth protection, growth, retirement, and intergenerational planning). The portfolio of acquired brands includes firms such as Acuity Wealth Management, Edinburgh Wealth Management, Premier Wealth Management, and others, all now operating under the Titan Wealth umbrella. The platform also features specialized divisions for private wealth and sports professionals, with regulated entities including Titan Wealth Planning Limited, Titan Investment Solutions Limited, and Titan Private Wealth Limited, all authorized by the FCA.
Differentiator
Problem solved
Functional benefit
Products and services
- Long Term (LT) Portfolios
Companies that use IWP UK
Customer profileSegments4 records
Ideal customer profiles4 records
IWP UK technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
IWP UK partnerships and signals
Strategic signalRecent moves6 records
Expansion highlights6 records
IWP UK competitors and assessment
Company assessmentBroad incumbents
- St James's Place: Largest UK wealth manager with vertically integrated adviser network and discretionary/managed portfolio services directly competing with Titan's MPS range across the same HNW and mass-affluent segments.
- Quilter: UK wealth platform with adviser-facing and direct-to-consumer propositions providing platform, MPS and advice services that overlap with Titan Wealth's adviser portal and direct offerings.
- Brewin Dolphin / RBC Wealth Management: UK wealth manager acquired by RBC offering discretionary portfolio management and financial planning to HNW individuals, charities and pension trustees — competing on the same institutional side of Titan's business.
Direct peers
- Rathbones Group: UK-listed discretionary wealth manager offering investment management and financial planning to private clients, charities and trustees — a near-exact comparable on service mix and segments to IWP UK within Titan Wealth.
- Evelyn Partners: Private equity-backed UK wealth management and professional services firm (formerly Tilney Smith & Williamson) providing discretionary portfolio management, financial planning and family office services to HNW clients, directly comparable to IWP UK's proposition.
- Charles Stanley: UK wealth manager recently taken private by RBC, providing discretionary and advisory investment management to private clients and intermediaries across MPS-style solutions similar to Titan's portfolio range.
- Killik & Co: UK private client wealth manager offering discretionary portfolio management, tax planning and intergenerational wealth transfer services to HNW individuals — directly comparable in service mix and HNW targeting.
- Tatton Investment Management: UK asset manager providing model portfolios (Active, Passive, ESG) and MPS to advisers — directly comparable to Titan Investment Solutions' product suite and the same adviser-channel GTM.
- Saunderson House: UK independent financial adviser focused on HNW/UHNW clients, offering discretionary portfolio management and holistic financial planning — a directly comparable niche wealth manager.
Emerging players
- Nutmeg (Juno Money): Digital wealth management platform offering low-cost discretionary and self-directed portfolios — competes with Titan's digital self-service channel for the mass-affluent end of IWP UK's addressable market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights5 records
Customer concentration
IWP UK social profiles
Digital presenceIWP UK financial estimates
Financial estimateRevenue estimate
Valuation estimate
IWP UK leadership team
Management profileNumber of profiles
Profiles1 record
IWP UK subsidiaries and ownership
Company hierarchySubsidiaries5 records
IWP UK funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IWP UK M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IWP UK
What does IWP UK do?
IWP UK provides wealth planning and financial advisory services for UK private individuals, families, financial advisers, institutional investors, and corporate employers. Following acquisition by Titan Wealth Planning, the business delivers a diversified suite of managed portfolio services (Long Term, Medium Term, ESG Long Term, Active, Passive, Blended, and Sustainable) alongside comprehensive financial planning covering wealth protection, growth, retirement, and intergenerational wealth transfer. Services are delivered through FCA-regulated subsidiaries and distributed via direct advisory, an adviser portal, a digital self-service platform, and a corporate benefits channel.
Is IWP UK a public or private company?
IWP UK is a private company. It is classified as corporate owned and is currently acquired.
When was IWP UK founded?
IWP UK was founded in 2018. It employs 11 to 50 people.
Where is IWP UK based?
IWP UK is headquartered in London, United Kingdom, in the Europe region.
How does IWP UK make money?
One revenue line is on record: financial Advisory and Wealth Management Services.
Who are IWP UK's main competitors?
Broad incumbents on record are St James's Place, Quilter and Brewin Dolphin / RBC Wealth Management. Direct peers are Rathbones Group, Evelyn Partners, Charles Stanley, Killik & Co, Tatton Investment Management and Saunderson House. Nutmeg (Juno Money) is listed as an emerging player.
Does IWP UK have an API?
No public API is recorded for IWP UK.
What industry is IWP UK in?
IWP UK's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAABAC, Discretionary Portfolio Management (DPM). Its NAICS code is 523940 and its SIC code is 6282.