Jason Andrew Cross

Part of Independent Wealth Planners UK Ltd., Alex M. Grant & Co. Ltd. is a trusted independent financial adviser to families and businesses. Founded in 2002, the company is based in Morayshire, UK. Alex M. Grant & Co. was acquired by Independent Wealth Planners UK Ltd. on November 12, 2021. Renowned for steadily building wealth, the British company has over thirty-five years of experience in providing warm and professional services to its customers. Managed by Alex himself, the company offers straightforward day-to-day advice and expert finance redesigning. The company is registered in Scotland and is authorized and regulated by the Financial Conduct Authority.

Part of Independent Wealth Planners UK Ltd., Professional Wealth Management Ltd. provides financial advice, management, and planning services to businesses and individuals. The company is based in Newcastle-upon-Tyne, UK. Professional Wealth Management was acquired by Independent Wealth Planners UK Ltd. on May 04, 2021. The British company's services include corporate planning, investment advice, pension planning, tax planning, life assurance, and health insurance.

Founded in 2006, Platform Securities Holdings Ltd. is an investment holding British company that functions as a subsidiary of Fidelity National Information Services, Inc. The company is based in London, UK.