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TWP Financial Planning

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TWP Financial Planning

Overview:

TWP Financial Planning, based in Handforth Cheshire, was established in 2006, when the Partners, Martin Hill and David Otway merged their respective IFA businesses.

With over 45 years experience in Financial Services between them, Martin & David set about building a business offering the highest standards of service. We continually strive to deliver a first class service and our aim is to provide an excellent financial planning service to our clients which encourages them to retain our services and recommend us to their families, friends and colleagues.

Our commitment is to get to know you because it is only by understanding your real financial objectives that we can set about helping you to achieve them. Sometimes our views may differ from that given by other advisers and may stray from what others think of as being 'the norm' - but we think we can offer you through our Core Investment Strategy something that is different.

The Practice is split in two distinct operations: TWP Financial Planning & TWP Wealth Management. TWP Financial Planning is where the majority of our clients are serviced from. Those with at least £500,000 invested with us enjoy the benefits of the Wealth Management division. Please see ‘’Our Services’’ for further information.

Martin and David specialise principally in long term financial planning objectives, with a focus on Investments, Pre and Post Retirement Planning and Estate Planning. In addition, TWP has advisers within the practice operating in the Mortgage and Protection markets. We also work closely with specialists in Healthcare and Long Term Care for the Elderly. Indeed we consider ourselves a 'Group Practice' of specialists, not general practitioners.

Whilst TWP specialise with individual clients, most of whom have a minimum of £100,000 to invest, we do also offer advice to Businesses, particularly in the areas of Group Pension provision and Executive Protection requirements such as Key Man Insurance or Share Holder Protection.

TWP is Cheshire based, and whilst the majority of our clients geographically live and work in the North and North West, we have a growing number in the Midlands, London and the Home Counties. Our Head Office is in Wilmslow and we have satellite offices in Nantwich and Whalley Bridge.

In addition to the usual Financial Planning Certificate, our advisers have further Advanced qualifications, up to Chartered Financial Planning and Certified Financial Planning level and extra experience across many specialist fields. This means that no matter how complex or specialised your requirements may be, they can be addressed 'in house'.

We are part of Bates Investment Services Limited which is a wholly owned subsidiary of Money Portal Limited is one of the UK’s leading independent financial adviser groups.

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