KRW launches new client service:  introducing KRW Financial Planning

April 7, 2023|In KRW Insight|By Keith Witchell

Fanfare please!  This month sees the launch of a brand new independent financial advice service for our clients: KRW Financial Planning.

As a firm we always try to be as proactive as possible in helping our clients to save tax, and often in our pre-year-end tax planning meetings, we discuss making pension contributions as one of the few remaining ‘golden nuggets’ for saving Corporation Tax.  During these chats we are often asked if we can help with setting up pensions etc…….which got us to thinking……how great would it be if we could offer this service to our clients…..?

So, after a fair bit of research and planning…..we’re delighted to announce that we’ve set up a joint venture with a local firm of Independent Financial Advisers to do just that, called KRW Financial Planning, which launches this month!

We’re pleased to introduce Ben Foster and Alan Tytherleigh who will be heading up this service.  Ben and Alan are both IFAs, and they run Odyssey Wealth, based in Milton Keynes. We’ve come to know them pretty well over the years, as both of our firms share a similar ethos in terms of building long term client relationships by giving a first class service for a fair and transparent fee.  Their business has been steadily growing like ours and they have a similar entrepreneurial mindset.

So, what can they do for you?  KRW Financial Planning can offer help with setting up pensions, recommending and placing investments, retirement planning, and all types of financial advice.  They are used to dealing with business owners and understand the challenges they face.  Plus, they are very switched on when it comes to tax saving opportunities and using technology to improve their interactions with clients – two things that are very close to our hearts too!

One of the key advantages this offers our clients is joined up thinking in terms of tax and financial planning, as our team will work closely with theirs, in order to ensure clients using the service reap the benefits.

This won’t change anything for clients that already have their own IFAs – we’ll always be happy to work with them to ensure clients receive the best overall advice.

While their office is based in Wolverton Mill in Milton Keynes, Ben and Alan will regularly be in our offices, and can arrange client meetings there too.

For more information on this new service, and about Ben and Alan, please feel free to take a look at our website.

Or please feel free to contact Ben or Alan directly to see how they can help.

Key Facts

  • We’re proud to launch a new IFA service for our clients: KRW Financial Planning
  • This is a joint venture with Odyssey Wealth who we know well and have similar values
  • It will be headed up by Ben Foster and Alan Tytherleigh, both qualified IFAs
  • It offers pensions, investments and financial planning advice, with tax savings at the core

For further advice on this matter, please contact me.

Keith Witchell