Twismo Financial Planning Ltd Financial Services

About Twismo Financial Planning Ltd

Twismo Financial Planning offers Independent Financial Advice to companies and individuals. We understand that whatever your financial position and goals, these are personal and specific to you. We prefer to take a holistic approach to providing advice, encompassing your entire financial position and options; thus ensuring that you receive the most appropriate advice for your circumstances.

We work with our clients, carefully listening to their needs and wishes before presenting the most suitable financial plan.

As independent financial advisers, in addition to all the products and policies within in the marketplace, we are able to arrange bespoke investments and pensions should this be appropriate. Furthermore, we also help our clients build and manage both commercial and residential property* portfolios.

Our service doesn’t have to stop there. Once we have established a financial plan and arranged any appropriate purchases/ sales, we offer four different service packages, providing regular financial planning reviews to suit individual needs.

We provide advice on:

to an individual...
Investment (On and Offshore)
Individual Pension Plans
Inheritance Tax and Trust Planning
Life Assurance & Critical Illness Cover
Long-term Income Replacement
Private Medical Insurance
Commercial & Residential Property* Purchase

to a company...
Corporate Investments (On and Offshore)
Pension Scheme Installation and Management
Death In Service and Critical Illness Schemes
Sick Pay Schemes
Private Medical Insurance
Share Holder Protection
Key Man Cover
Commercial & Residential Property* Purchase