News
Introducing WR Wealth: Expert Financial Planning for You, Your Business and Your Future
16 Jul 2026
We’re pleased to introduce WR Wealth, a new service offering that gives our clients direct access to expert financial planning advice.
WR Wealth has been built in response to what we hear from clients every day: the need for trusted financial guidance that goes beyond accountancy. Whether you’re thinking about your personal finances, protecting your business, or planning what comes next, having the right advisor in your corner makes all the difference.
To make that possible, we’ve partnered with Benchmark, a Chartered financial planning firm with the expertise and experience to give you a genuinely objective view of your finances. Through WR Wealth, you’ll have access to advice that protects personal and commercial interests, supports long-term growth, and helps future-proof your legacy.
Many of you will already know Benchmark, we’ve been referring clients to them for some time. Formalising that relationship through WR Wealth means that access is now built directly into what we offer.
Benchmark is a Chartered financial planning firm, and through WR Wealth you’ll have access to chartered financial planning advice that helps you, your business and your estate thrive. WR Wealth look after personal and commercial interests, support long term growth and can help future proof your legacy.
From key-person insurance and company pension planning to succession strategy for agricultural and family businesses, WR Wealth is designed to handle the financial heavy lifting, so nothing gets overlooked.
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 and their businesses, and we want to be able 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, WR Wealth lets us do that in a more complete way.”
Chris Cobley, Regional Director for Midlands & North West at Benchmark, added:
“I am delighted that WR Wealth has been created as it means clients across Shropshire, Cheshire and Wales will be able to access, very cohesively, their professional advice and financial planning advice through one joined up trusted team meaning they can be reassured about their financial future”
If you’d like to find out more about what WR Wealth could do for you, visit the WR Wealth page here.
