In 2006, the directors, Martin Hill and David Otway merged their respective businesses to form The Wilmslow Partnership. With over 45 years experience in Financial Services between them, Martin & David shared the same vision and set about building a business offering the highest standards of service. Fundamental to their beliefs was to build a modern professional niche financial planning business, which was different to most traditional, commission based, product pushing advisory firms. The chemistry between the two was evident from the start, with both describing this as a genuine friendship, respect and trust for one another.
’In 2008, their 5 year plan, “Project TWP Evolution” continued with a change in trading style initially to TWP Financial Planning, and eventually to TWP Wealth Ltd. Project TWP Evolution, set about delivering a financial planning business which was fee based and investment focused. We have built a distinctive investment process and are passionate in promoting our investment philosophy to our clients.
We do not rest on our laurels and in continually striving to develop our client experience, Project TWP Evolution continues at the heart of the business.