Financial planning services: TWP Wealth Management

As accountants and business advisers, we have a unique insight into the financial lives of our individual and business clients.

So we understand that you need a comprehensive, impartial and professional financial planning service, to bring all the pieces of your individual financial jigsaw together.

TWP Wealth Management delivers integrated advice tailored to you, your needs and your goals. Our team will take time to look at all aspects of your personal and financial situation, so we can understand where you are now and where you want to be in the future.

Then we’ll look at ways to help you get where you want to go, basing our financial advice on our in-depth analysis of your needs. No two people are the same, so you can be sure that our recommendations will be unique to you.

TWP Wealth Management is part of Intrinsic, a UK-wide network of highly qualified financial professionals. As part of Intrinsic, no matter how complex your requirements may be, we can introduce you to specialist consultants who can provide the right solution.

And for your peace of mind, we work with the best products and providers available, from both household names and specialists in niche areas. Our services include:

	Buying a home –  we have access to mortgage products from more than 80 lenders, many of whom offer exclusive deals that you won’t find on the high street. We’ll identify the best deal for your needs and see you through the whole purchase process.
	Estate and trust planning – we’ll work with you to identify solutions, including trusts and whole of life insurance policies, to protect family assets and avoid significant tax bills in the future
	Protection against risk –  when you’re thinking about your finances, you need to consider how best to protect yourself and your family against the most serious risks that you face. We’ll help you decide on the right level of insurance and the appropriate types of cover.
	Retirement planning – we have access to wide-ranging retirement products from some of the best providers available, basing our recommendations on our knowledge of you and your attitude to risk.
	Savings and investments – we’ll help you to create an investment strategy, tailored to your attitude to risk, that will assist you in achieving your goals, both short-term and further into the future.

For further details on our TWP Wealth Management services, please contact us on 01932 704 700 or email service@twpwealthmanagement.co.uk

Your home may be repossessed if you do not keep up repayments on your mortgage.