Accountants Launch Complete Financial Planning Solution

An innovative new service that provides integrated advice and solutions to all aspects of clients’ financial lives is to be launched by Surrey accountants TWP Accounting LLP.

TWP Wealth Management, which will be officially launched at Burhill Golf Club, Walton on Thames, on 3 April, brings together the accountancy and tax planning expertise of TWP with the skills and financial planning experience of Rock Financial Consultants, Kingston upon Thames-based financial consultants with a particular specialism in mortgages and financial planning.

Services offered through TWP Wealth Management will include independent mortgages advice, commercial loans, wealth protection,, strategic  investment planning, retirement solutions and specialist advice on  trusts and estate planning.

Philip Munk, TWP managing partner, said: “This is an exciting development for TWP, which will allow us to offer our clients a complete solution to their wealth planning needs. We are delighted to be working with Rock on this new venture, which underlines our continuing commitment to develop our services to the benefit of our clients.

“Through the expertise of the TWP Wealth Management team, we will be able to bring together all the different pieces of our clients’ financial lives – whether business or personal – to see the complete picture of their current circumstances and future ambitions. Then we can use our comprehensive skills resource and experience to deliver tailored advice to help them achieve their goals.”

David Carter, from Rock, said: “TWP Wealth Management is a new initiative that brings together the complementary skills of two highly skilled, professional organisations to provide an integrated financial services package to TWP’s clients. From buying your first home to enjoying your retirement, TWP Wealth Management can help, every step of the way.”