IWP ADVISORY HOLDINGS LIMITED

• ⚠

  Material uncertainty over going concern

  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.

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

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.

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Audit opinion

Unaudited (audit-exempt)

Going concern

Material uncertainty disclosed

“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

1. IWP ADVISORY HOLDINGS LIMITED · parent
   1. Professional Wealth Management Limited 100%
   2. Professional Wealth Management Investment Services Limited 100%
   3. Professional Wealth Management (Yorkshire) Limited 100%
   4. AWM-IFA Limited 100%
   5. Prosper Independent Financial Advisers Limited 100%
   6. Premier Wealth Management Limited 100%
   7. IWP Advisory Services Limited 100%
   8. IWP Financial Planning Limited 100%
   9. HFL Advisory Services Limited 100%
   10. Alex M Grant & Company Limited 100%
   11. Buchanan & Associates Financial Planning Limited 100%
   12. Edinburgh Wealth Management Limited 100%
   13. AGL Wealth Management Limited 100%
   14. Throgmorton Wealth Management Limited 100%
   15. Holmes Investment Limited 100%
   16. Moss and Roberts (Wealth Management) Limited 100%
   17. Encompass Financial Management Limited 100%
   18. Sutherland Independent Limited 100%
   19. Bowbrook Investments Limited 100%
   20. Distinct Financial Planning Limited 100%
   21. IWP Newco 1 Limited 100%

Significant events

• “On 18 December 2024, Titan Wealth announced 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, respectively, subject to regulatory approval.”
• “Upon Titan Wealth's completion of the acquisition of IWP Financial Planning Limited and IWP Investment Management Limited, the directors intend to wind up the remaining dormant IWP Group Companies, on a solvent basis, within 3 years, including IWP Advisory Holdings Limited.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

6

last 12 months

Capital events

0

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  —

  Not reported

• Cash

  +87.8%

  £55,820 → £104,857

• Net assets

  -36.1%

  £6,189,424 → £3,957,717

• Employees

  —

  Not reported

• Operating profit

  +5.6%

  -£2,409,530 → -£2,274,436

• Profit before tax

  +50.3%

  -£3,809,916 → -£1,894,114

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers