Our main office is based in Alderley Edge, with a satellite office in Whaley Bridge. 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, Mortgages, 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.
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.
Our approach may be somewhat different to those offered by other more traditional advisers but we strongly believe that our Core Investment Strategy, offers something that is both unique, and relevant to today’s ever changing financial world.
TWP caters for a variety of clients, with a range of service propositions to fit different requirements.