Colin Johns IWP Principal

Colin Johns Cert PFS

Having studied and passed the professional financial examinations between 1980 and 1982, BEC National Certificate in Business Studies, Colin decided that Accountancy was not the route for him. He decided to work for an insurer and over the next 18 years he worked for Equity and Law and Save & Prosper (part of the Robert Fleming Group).

In 1997 he left the UK Independent Financial Distribution route to initiate a career as an Independent Financial Adviser. He continued to study to enhance his knowledge and skills whilst owning, developing and managing two firms.

In 2021 it was clear to him that the workload and corporate skills and knowledge would be too much for small firms to cope with and so he looked to integrate Principal Financial Planning Ltd into a much larger organisation. 

Therefore in March 2021 IWP Advisory Services Ltd was formed and commenced trading as IWP Principal. Colin has successfully recruited quality staff and continues to seek to grow the business as part of the expanding IWP Group.

The company’s focus, as it has been for many years, is on specialising in financial solutions for clients and small businesses and we offer a very clear Service Level Agreement providing local, independent advice in the most tax efficient manner in exchange for a Fee or Adviser Charge structure. We receive commissions in respect of Lifetime Mortgages and Term Assurance Policies. 

All of Colin’s new business is now generated from Professional Introductions and referrals from existing clients and other Professional Adviser Firms.  

….I have been advised financially by Principal and IWP Principal since 2009. I have complete confidence in their ability to provide me with sound financial products for pension planning and investment. Any queries are answered in a timely manner and I recommend their services.
AH
Client Feedback
….We have been advised by Colin Johns for over fifteen years now and he has advised us on a range of financial matters including mortgages, pensions, structured products, portfolio investment, tax efficient products and inheritance tax. The advice has always been comprehensive and honest, and most importantly well suited to our needs. Colin is totally professional, ethical and transparent re fees etc. He has taken it upon himself to get to know my family and our needs and is a pleasure to work with. I was delighted when he became part of IWP as it allowed him and his team more resource to look after us as customers. I can wholeheartedly recommend Colin and IWP as trusted financial advisors.
SH
Client Feeback
….IWP Principal has been providing financial advice to us for several years, initially for the company that my wife and I own, and subsequently for us as a married couple. The benefits have been very impressive. IWP have sought out some very tax efficient and pleasingly high growth investment opportunities which have been performing extremely well for the company; and for us personally, they arranged to dispose of, and maximise the benefits resulting from some legacy pensions we had. These amounts were consolidated with additional funds accumulated before we had learnt the importance of professional advice, and placed into managed SIPPs which are performing better than many others in these turbulent times. In addition, IWP have invested time and effort into finding what has turned out to be a hugely beneficial mortgage for us. In short, we have been more than satisfied with the service and advice that IWP Principal have provided.
A & J
Client Feedback