TWP Wealth

Alderley Edge, United Kingdom Founded: 2006 • Age: 20 yrs Acquired By Shackleton - Britain’s financial adviser
Diversified asset management services are provided to clients.

About TWP Wealth

TWP Wealth is a company based in Alderley Edge (United Kingdom) founded in 2006 was acquired by Shackleton - Britain’s financial adviser in April 2025. The company has 10 employees. TWP Wealth offers products and services including Financial Planning Services. TWP Wealth operates in a competitive market with competitors including Investec, Aviva, Schroders, FNZ and HSBC, among others.

  • Headquarter Alderley Edge, United Kingdom
  • Employees 10
  • Sectors
    Financial Services
  • Email
    ••••••••
  • Website twpwealth.com
  • Social LinkedIn X
  • Acquired by Shackleton - Britain’s financial adviser (Apr 2025)
  • Legal Name Twp Wealth Limited
  • Date of Incorporation 11 May, 2011
  • Jurisdiction SHEFFIELD, SOUTH YORKSHIRE, ENGLAND
Operational Areas
Key Metrics

Products & Services of TWP Wealth

TWP Wealth offers a comprehensive portfolio of products and services, including Financial Planning Services.

Financial Planning Services
Wealth Management

Provides tailored plans for achieving financial goals and retirement.

Investors in TWP Wealth

TWP Wealth has secured backing from 2 investors. Prominent investors backing the company include Irwin Mitchell and Shackleton - Britain’s financial adviser.

All
InvestorDescriptionFounded YearDomainLocation
Legal services are provided to businesses and individuals.
1912irwinmitchell.comSheffield, United Kingdom
Wealth management and investment solutions are provided to high-net-worth individuals.
1990shackletonadvisers.co.ukLondon, United Kingdom
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Investor details for TWP Wealth

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People of TWP Wealth

1 people are tracked at TWP Wealth (1 in leadership); the tracked headcount is 10.

NameRoleGroup
Mark Shotton
Managing DirectorLeadership
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Complete people profiles for TWP Wealth

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Timeline of TWP Wealth

3 dated milestones of TWP Wealth across 19 years, from founding to its latest funding, stage changes and deals.

  1. Founded TWP Wealth is founded.
  2. Exit Acquired by Irwin Mitchell.
  3. Exit Acquired by Shackleton - Britain’s financial adviser.

Competitors of TWP Wealth

TWP Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, Aviva, Schroders, FNZ and HSBC, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
investec.com1974London, United Kingdom–9,444
Global banking, investment, and wealth management services are offered worldwide.
aviva.com1696London, United Kingdom–27,873
Insurance and asset management services are offered in multiple regions.
schroders.com1804London, United Kingdom–249
Investment management and wealth management services are provided to clients.
fnz.com2003London, United Kingdom$1.9B954
Wealth management solutions are delivered for asset managers.
hsbc.com1865London, United Kingdom–220,861
Universal banking and financial advisory services are provided globally.
spglobal.com1917New York, United States$8M5,000
Platform offering business intelligence solutions that combine data and actionable analytics for clients
bankofamerica.com1904Charlotte, United States–208,000
Commercial banking and asset management services are offered worldwide.
statestreet.com1792Boston, United States–46,000
Financial services are provided to asset managers worldwide.
goldmansachs.com1869New York, United States–333
Investment banking services are delivered across multiple financial sectors.
fisglobal.com1968Jacksonville, United States–22,604
Software suites for banks and financial institutions are provided.
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Detailed competitors of TWP Wealth

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Web traffic of TWP Wealth

The website of TWP Wealth (twpwealth.com) receives about 2K visits a month.

  • Monthly visits
    2K

    ▲ 1193.9% vs previous month

Latest news on Twp Wealth

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Complete news archive for TWP Wealth

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Similar companies to TWP Wealth

10 companies that operate in the same segment as TWP Wealth (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India–––
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Frequently Asked Questions about TWP Wealth

TWP Wealth was founded in 2006.

TWP Wealth is headquartered in Alderley Edge, United Kingdom. It is registered at Alderley Edge, Cheshire, United Kingdom.

TWP Wealth has 10 employees.

TWP Wealth was established in 2006 in Alderley Edge, United Kingdom, as a diversified asset management firm. Operations are centered on managing assets through varied investment strategies within the financial sector. Services encompass portfolio diversification and wealth advisory for clients. The firm is led by Managing Director Mark Shotton, with activities based primarily in the UK market. Focus remains on stable, multifaceted asset handling without emphasis on specific asset classes.

TWP Wealth's top competitors include Investec, Goldman Sachs and HSBC.

TWP Wealth offers Financial Planning Services.

TWP Wealth has 2 investors. Key investors include Irwin Mitchell, and Shackleton - Britain’s financial adviser.

TWP Wealth operates through Twp Wealth Limited.

Yes. TWP Wealth was acquired by Shackleton - Britain’s financial adviser in April 2025.

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