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. That is why we have selected TWP Wealth Management to deliver a comprehensive, impartial and professional financial planning service, to bring all the pieces of your individual financial jigsaw together. TWP Wealth Management is a trading style of Keystone Independent Financial Consultants Ltd (KIFC) who are part of Intrinsic Wealth Ltd, which currently has more than 1,800 advisers based throughout the UK. Intrinsic Wealth Limited is regulated by the FSA to provide investment business advice and services.
TWP Wealth Management delivers integrated advice tailored to you, your needs and your goals. Their team will take time to look at all aspects of your personal and financial situation, so they can understand where you are now and where you want to be in the future.
Then they will look at ways to help you get where you want to go, basing their financial advice on their in-depth analysis of your needs. No two people are the same, so you can be sure that their recommendations will be unique to you.
As part of Intrinsic, no matter how complex your requirements may be, TWP Wealth Management can introduce you to specialist consultants who can provide the right solution. And for your peace of mind, they work with the best products and providers available, from both household names and specialists in niche areas. Their services include:
- Buying a home — they 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. They will identify the best deal for your needs and see you through the whole purchase process.
- Estate and trust planning — they will 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. They will help you decide on the right level of insurance and the appropriate types of cover.
- Retirement planning — they 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 — they will 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 them on 01932 704 700 or email firstname.lastname@example.org