At TWP we’re passionate about financial planning and managing your wealth. We provide you with financial peace of mind by taking a realistic and complete approach to managing your money. Our investment expertise is built on prudence and sound judgement .We do not focus on simply chasing headline returns. Your peace of mind comes from our expertise.

 

The service provided by Daren Evans of TWP Wealth has been exceptional. From actually being there for someone to talk to about my Pension, to actually tailoring things to my situation (I have a type of bone Cancer).He checked on my situation by phone and email regularly and because of that I know he really cared. Because I was given about a year to live by my consultant (although that is just a guess), I talked to Daren and he advised me and my wife the best way to use the pension. Daren sorted everything for us. We didn’t have to do hardly anything and that was a great relief for us knowing we didn’t have any pressure. I will and would recommend TWP Wealth and Daren to anybody wanting good honest friendly advice in the future.–Stephen  Bellis. Client of TWP Wealth Ltd

We have known Jane in her capacity as our financial advisor for almost 20 years now. We cannot speak too highly of her in all aspects of her professional attitude and courteousness. Through our association with her she has also become a very close friend. We have over the years been very impressed with her knowledge and we have come to have complete respect for her judgement and advice. Long may our association with her last.–Derek and Beryl Lyon. clients of TWP Wealth Ltd

Having met Kevin a couple of times I found his approach to advising us very efficient. His manner was very easy to understand when he was dealing with information that he passed to us.  Explaining how our money was being dealt with was very easy to follow. It is a really good feeling when somebody like Kevin is dealing and acting on our behalf. – Alan Shaw. Client of TWP Wealth Ltd

Martin has planned my finances extremely well, meeting my short, medium & long term needs. He has taken a lot of time over the years, through regular meetings, to get to know both me & the family to fully understand our needs, circumstances & preferences.–Tom, Lancashire, Professional Footballer. clients of TWP Wealth Ltd

I cannot praise Martin highly enough - he is a real pleasure to talk to and his advice is always sound. Martin takes time to explain financial matters in great detail and will go the extra mile to ensure that the advice he is giving is put into helpful context.–Luke, Cheshire, Business Development. clients of TWP Wealth Ltd

Martin is very approachable. He is very observant and watchful over my financial planning, helping me avoid the low interest rate and maintain a high return for my investment in preparation to leave medicine sooner. His annual review is timely and detailed, but he uses plain language a doctor can understand. And everything is documented for reference.–K-K., Lancashire, Medical Doctor. client of TWP Wealth Ltd

David has restored our very battered faith in financial advisors. He has helped us consolidate and stabilise our pensions in a very visible scheme which is providing the correct amount of gain vs risk. He has always been on hand to advise on the smallest and largest matters, if not always easily to hand on the phone, responds quickly to e mails. We are confident we are getting the best advice at a good price. –Mike, Shropshire, Sales Manager. client of TWP Wealth Ltd

David is very thorough in his approach is always well prepared for our meetings and is obviously very knowledgeable and up to date with current trends in the money markets. His advice is always impartial and designed to show us the best options available to us and the amount of risk involved. He explains everything in detail and is never patronising in his approach . He understands us well and adapts our portfolio according to our level of risk. He is very good with regards to tax issue and his given us sound advice in that area.–John, Cheshire, Part Time Teacher Of Science. client of TWP Wealth Ltd