Great Service from TWM Wealth!
“Very happy with the service and would recommend TWM to others”
Management Accountant, Birmingham
Financial Advice Recommended
Very polite and professional. Would recommend to anyone. Job well done “Thank you”
Retired Joiner, Wombourne
Knowledgeable about Pensions
Would just like to say how highly impressed we were with your vast knowledge of the pension system and how much you have helped us; you even won my husband over as he has always been reluctant to see anyone concerning finances.
Bathroom fitter, Wolverhampton
Provided professional advice to manage my portfolio
TWM Ltd have provided long term guidance to maximise income with no reduction in capital.
Some 15 years ago my father died and I needed some professional advice to manage my portfolio to maximise income and minimise tax liability on my projected early retirement from teaching. Steve Thompson has achieved my aims such that my income is approximately the same as when I was working despite the significant global and domestic problems in the financial sector without reducing capital in 2008.
His regular reviews are always delivered in a friendly manner without ever being “pushy” and he is now well aware of my attitude to risk. I have been pleased to recommend him to two other friends and am confident we will have a continued relationship as I approach my later years in life.
Retired teacher, Kings Heath.
Impossible to arrive at the best choice without expert advice
“The number and complexity of the options that were available to me and my wife when it came to retirement meant there were difficult choices to be made. It would have been impossible to arrive at the best choice without expert advice. I'm really pleased that I used TWM to guide me through to the best decision.”
Retired Health and Safety Manager, Halesowen
Great and knowledgeable professional financial advisor
“Steve Thompson is a really great and knowledgeable professional financial advisor who supports our organisation and staff at all levels. I have recommended him and would recommend him again as a link to Pension and Private Financial Advice and Support. We have sailed through the recent Pension changes due to Steve and his team's patient guidance.”
Finance Director, Preston
Helped us build up a decent portfolio of pensions and investments
“I have known Steve at TWM for nearly ten years now and he has helped my family build up a decent portfolio of pensions and investments. I have recommended him to both professional colleagues and personal friends over the years and would not hesitate to do so again. He is extremely professional, approachable, very knowledgeable and explains financial products in lay-mans terms - which are qualities I would expect in a good financial advisor.”
Accountant, Cradley Heath
Made sure we had sufficient income for our needs
“These few words express our appreciation of the advice and investment guidance we have received over the years from Steve Thompson. He has regularly reviewed our investments, ensured that we have sufficient income for our needs, kept us aware of impending tax changes and channeled investments into ISA's.
We have particularly valued his quick response to any requests for information and his help in disentangling reams of withdrawal paperwork. His grasp of complex legislation has enabled him to explain investment options simply and he has always offered us options from which we can choose to match our personal selection criteria.”
Retired Director, Walsall
Six years of Top Service
“First class service from day one, and for the last 6 years.”
Retired, Rowley Regis