Where Your Financial Dreams Take Flight

Passionate about financial wellbeing, Twigden Asset Management provides independent financial planning and wealth management services to individuals and businesses. Founded on the principles of transparency, collaboration, and personalized solutions, we empower our clients to take control of their financial future.

Who We Are

Our team of experienced financial planners are dedicated to understanding your unique financial goals and aspirations. We take the time to listen, assess your situation, and develop a tailored plan that aligns with your individual needs and circumstances. We believe in open communication and ongoing collaboration, working alongside you every step of the way.

Pensions

Develop and implement a personalized savings and investment strategy for your future needs.
Optimize your existing pension plans for tax efficiency.
Advice on state pension and other government benefits.

Savings & Investments

Personalized investment planning to meet your financial goals.
Guidance on a diverse portfolio of assets to maximize returns and mitigate risks.
Regular reviews and adjustments to keep your portfolio current.

Protection

Comprehensive risk assessment and identification of potential threats to your financial security.
Strategies to safeguard your finances against unforeseen events such as illness, accident, or unemployment.

Business Protection

Succession planning for the continuity of your business.
Key person insurance to protect your business in the event of loss of a crucial employee.
Business continuity planning to ensure your operations remain uninterrupted.

Inheritance Tax

Comprehensive review of your assets and potential tax liabilities.
Strategies for minimizing your Inheritance Tax exposure through gifting, life insurance, and other techniques.

Our Approach

We believe in a holistic approach to financial planning, considering every aspect of your financial life. We work to:

Maximize your financial potential.
Minimize risk and protect your wealth.
Create a sustainable financial future for you and your loved ones.

Our Clients Say

"Twigden Asset Management gives an outstanding personal service, nothing is too much trouble." - Jacky, HR Director

"The professional advice and experience from the whole team is extremely reassuring." - Brian, Retired Solicitor

We would be delighted to discuss your individual needs and explore how we can help you achieve your financial goals.

Update Share

Positive: The company is highly professional and helpful, with responsive staff.

Negative: The company failed to respond to a client's inquiry, resulting in poor communication.

Services and Professionals

The reviews highlight the professional services offered by the company, with Andy Overton praising them as "extremely helpful" and always available to answer questions. On the other hand, Trevor Hardwick had a disappointing experience, stating that no one called him back despite leaving a message with reception.

Quality of Service

Andy Overton's review suggests that the company provides high-quality services, as he highly recommends them. In contrast, Trevor Hardwick's review implies that the company's service fell short of expectations, as he did not receive a call back.

Communication

The reviews highlight the importance of effective communication. Andy Overton mentions that the company's staff are always available to answer questions, indicating good communication. Trevor Hardwick's review, however, suggests that the company failed to respond to his inquiry, resulting in poor communication.

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