About us

GroupTWP is a creative, forward-thinking independent wealth manager. Our size enables us to maintain a high standard in the quality of both our advice and investment strategy. We hold the prestigious Chartered Financial Planning designation awarded by the Chartered Insurance Institute (CII) *

Our office is based in Alderley Edge. Although at present the majority of our current clients are located within the North West, increasingly our new clients are based countrywide. It is our goal to provide our clients with an excellent and ongoing financial planning service. To achieve this we strive to gain a good understanding of our clients’ current and future financial needs, and build a sound long-term relationship. Our financial planning strategies are individually tailored to each client by drawing on our collective experience and expertise.

Within our team of financial advisers, we are able to offer a comprehensive range of financial expertise. Our focus is on long term financial planning objectives, particularly in the fields of Investments, Retirement planning and Estate planning. We also have advisers whose specialities include Long Term Care for the Elderly, Protection and Healthcare.

In addition to these more personal areas of advice, we are also able to offer a wide range of advice to businesses, whether it be in terms of Company Pension Provision and other employee benefits such as Death in Service and Healthcare Schemes, or specialist insurance such as Key Man Protection. An appointment with a qualified Chartered Financial Planner is available on request.

TWP has strong relationships with other professional advisers in the legal, accountancy and specialised tax planning fields. We have extensive experience in working with trustees, investing prudently on their behalf.

TWP caters for a variety of clients, with a range of service propositions to fit different requirements.

* Corporate Chartered Status is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII.  It also involves a commitment to continuing professional development and adherence to an industry Code of Ethics.  (You can view the Code at www.cii.co.uk/code)  When you use a Chartered firm you are dealing with proven professionals.  The CII is empowered by the Privy Council to award Chartered status and the award is only made in deserving cases.  While Chartered titles are steeped in  history, they remain the benchmark of professional excellence and integrity.  Only the UK’s premier financial planning firms qualify for Chartered status.