INDEPENDENT WEALTH PLANNERS UK LIMITED
Operating as a wholly owned subsidiary of IWP Investments Limited, the company provides central infrastructure, compliance, and business support services to independent financial advisory and wealth planning firms.
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Cash
£1
lowest in 3 filed years
Net assets
£65
lowest in 3 filed years
Employees
0
Average over period
Profit before tax
£979
Period ending 2026-01-31
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
Accounts not prepared on a going-concern basis
The company's financial statements have therefore been prepared on a basis other than going concern. No adjustments were required to the financial statements as a result of them being prepared on a basis other than going concern.
-
4 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
-
Going-concern uncertainty disclosed
Net assets
3-year trend · vs Industrials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2026-01-31
| Metric | Trend | 2024-03-31 | 2025-03-31 | 2026-01-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £20,995,000 | £5,938,000 | — | — | |
| Operating profit | -£3,156,000 | -£1,674 | -£829 | — | |
| Profit before tax | -£3,575,000 | -£28,834 | £979 | — | |
| Net profit | -£3,552,000 | -£28,815 | £986 | — | |
| Cash | £2,560,000 | £154 | £1 | — | |
| Total assets less current liabilities | £49,215,000 | £24,983 | £65 | — | |
| Net assets | £49,185,000 | £24,978 | — | — | |
| Equity | £49,185,000 | £24,978 | £65 | — | |
| Average employees | 200 | 0 | 0 | — | |
| Wages | £10,292,000 | £139 | — | — | |
| Directors' remuneration | £1,698,000 | — | — | — | |
| Directors' pension contributions | £0 | £0 | — | — | |
| Highest paid director | £294,000 | £294,000 | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. Year-on-year comparison hidden: this filing covers about 10 months versus 12 months prior. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-03-31 | 2025-03-31 | 2026-01-31 |
|---|---|---|---|---|
| Operating margin | -15.0% | -0.0% | — | |
| Net margin | -16.9% | -0.5% | — | |
| Return on capital employed | -6.4% | -6.7% | -1275.4% | |
| Gearing (liabilities / total assets) | 58.0% | 77.2% | — | |
| Current ratio | 1.29x | 0.94x | 1.09x | |
| Interest cover | -5.59x | -37.20x | — |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Ellacotts Audit Services Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Not a going concern (break-up basis)
“The company's financial statements have therefore been prepared on a basis other than going concern. No adjustments were required to the financial statements as a result of them being prepared on a basis other than going concern.”
Group structure
- INDEPENDENT WEALTH PLANNERS UK LIMITED · parent
- Carnelian Capital Management Limited
- IWP Hunter Hammond Limited
- Murdoch Asset Management Limited
- Kelsall Steele Investment Services Limited
- Nugenis Financial Planning Limited
- Rixons Matthews Appleyard (Financial Services) Limited
- Rixons (Auto-Enrolment) Limited
- Lowgate Mortgage Solutions Limited
- Clairville York Limited
- Hunter Hammond Daniel Associates Limited
- Richmond House Corporate Services Limited
- Omnium Capital Limited
- IWP Investment Management Limited
Significant events
- “On 30 January 2026 Titan Wealth completed the acquisition of the entire share capitals of IWP Financial Planning Limited and IWP Investment Management Limited from IWP Advisory Holdings Limited and Independent Wealth Planners UK Limited following regulatory approval.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 19 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| HOLLOWAY, Cameron Lewis | Director | 2026-06-01 | Feb 1989 | British |
| WHITING, James Paul | Director | 2026-06-01 | Sep 1982 | British |
Show 19 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ROBERTS, Stephen John | Secretary | 2022-02-08 | 2026-05-29 |
| ALLEN, Robert Charles | Director | 2022-02-08 | 2025-04-30 |
| BIRCH, Christopher Richard | Director | 2019-07-29 | 2025-11-18 |
| BOOTH, Jonathan | Director | 2019-08-21 | 2024-02-22 |
| CANTLAY, Les James | Director | 2019-09-05 | 2023-09-23 |
| COHEN, Steve | Director | 2019-02-25 | 2020-04-09 |
| DUNNE, Anthony Simon | Director | 2019-09-05 | 2024-02-22 |
| EASTON, Alexander John Dominic | Director | 2022-06-29 | 2026-05-29 |
| FEARON, Andrew Jason | Director | 2019-10-22 | 2022-08-30 |
| HAMBRO, Alexander Robert, Hon | Director | 2019-04-02 | 2024-01-04 |
| INGLESFIELD, David Mark | Director | 2018-11-20 | 2022-01-01 |
| KABERRY, James Christopher | Director | 2019-09-05 | 2020-11-09 |
| KING, Robert David | Director | 2019-09-05 | 2024-02-22 |
| MILLS, Steven Geoffrey | Director | 2019-07-26 | 2019-09-05 |
| PADGET, Neil Alan | Director | 2019-07-29 | 2024-02-22 |
| RYAN, Martyn | Director | 2019-07-28 | 2020-04-29 |
| SPAIN, Tony | Director | 2019-02-25 | 2024-01-31 |
| THORNTON, Helen Michele | Director | 2022-09-13 | 2026-05-29 |
| WALKER, Simon Richard | Director | 2022-06-29 | 2023-03-21 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Ares Management Uk Limited | Corporate entity | Significant influence | 2019-07-29 | Ceased 2022-11-15 |
| Ares Management Limited | Corporate entity | Significant influence | 2019-07-29 | Ceased 2019-07-29 |
| Gresham House (Nominees) Limited | Corporate entity | Significant influence | 2019-07-26 | Ceased 2019-07-29 |
| Baronsmead Venture Trust Plc | Corporate entity | Significant influence | 2019-07-26 | Ceased 2019-07-29 |
| Baronsmead Second Venture Trust Plc | Corporate entity | Significant influence | 2019-07-26 | Ceased 2019-07-29 |
| Mr David Mark Inglesfield | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2018-11-20 | Ceased 2019-07-09 |
Filing timeline
Last 20 of 122 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-10-19 | AA | accounts | Accounts with accounts type full | |
| 2026-06-17 | AD01 | address | Change registered office address company with date old address new address | |
| 2026-06-05 | TM01 | officers | Termination director company with name termination date | |
| 2026-06-05 | TM01 | officers | Termination director company with name termination date | |
| 2026-06-05 | TM02 | officers | Termination secretary company with name termination date | |
| 2026-06-05 | AP01 | officers | Appoint person director company with name date | |
| 2026-06-05 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-26 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2026-03-20 | AUD | auditors | Auditors resignation company | |
| 2026-03-02 | AA01 | accounts | Change account reference date company previous shortened | |
| 2026-01-23 | MR05 | mortgage | Mortgage charge part release with charge number | |
| 2026-01-23 | MR05 | mortgage | Mortgage charge part release with charge number | |
| 2026-01-23 | MR05 | mortgage | Mortgage charge part release with charge number | |
| 2026-01-23 | MR05 | mortgage | Mortgage charge part release with charge number | |
| 2026-01-23 | MR05 | mortgage | Mortgage charge part release with charge number | |
| 2026-01-20 | MR01 | mortgage | Mortgage create with deed with charge number charge creation date | |
| 2026-01-02 | AA | accounts | Accounts with accounts type group | |
| 2025-11-19 | TM01 | officers | Termination director company with name termination date | |
| 2025-05-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-13 | TM01 | officers | Termination director company with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 18
- Capital events
- 0
- Officers appointed
- 2
- Officers resigned
- 4
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.