WR Partners has launched WR Wealth, a new service giving clients direct access to Chartered financial planning advice alongside the accountancy and business support they already receive from the firm.

Until now, clients wanting financial planning advice, on things like pensions, investments or protecting their business, would typically be referred out to a separate firm. WR Wealth changes that by bringing financial planning directly into WR Partners’ existing client relationships, so decisions about a client’s business, personal finances and long-term future can be discussed as part of one joined-up conversation, rather than several disconnected ones.

The service is built on a formalised partnership with Benchmark, a Chartered financial planning firm WR Partners has referred clients to informally for some time. That relationship is now built directly into the firm’s offering, giving clients access to advice on personal finances, business protection, long-term growth and estate planning, alongside their accountancy work.

Helen Spencer, Managing Partner at WR Partners, said: “WR Wealth feels like a natural next step for us. Our clients trust us with their accounts, their businesses and many of the decisions that shape their future. We want to support them with the bigger financial picture too. Protecting the futures of the people and businesses we work with has always been at the heart of what we do, and WR Wealth lets us do that in a more complete way.”

Chris Cobley, Regional Director for Midlands & North West at Benchmark, added: “For clients, it means their financial adviser already understands the full picture, the business, the accounts, the wider goals, without them having to explain it all over again. That makes for advice that’s faster to give and better informed from the start.”

WR Wealth is available now to clients across WR Partners’ Shrewsbury, Northwich, Nantwich and Newtown offices. More information is available at wrpartners.co.uk/financial-planning-wealth-management.