Based in the Cotswolds, our purpose is to help our clients and their families face the future with confidence. 

We help our clients build a strategic plan; focusing on what is important to them through our expert personalised advice. This means clients can feel reassured and empowered to make key financial decisions throughout their life. Most of our clients are personal recommendations from existing clients and we make sure we understand their needs and objectives to deliver the right solutions to help achieve their outcomes over their lifetime.

Here at TWM, we endeavour to provide our clients with the best service and develop long-term relationships through regular touch points and the provision of holistic financial planning.


TWM Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/ products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. TWM Financial Planning is a trading name of TWM Financial Partners Ltd. 

TWM Financial Planning

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