Coach your money to go further with the expert advice of TW Financial Planning Limited.
We tie in your personal, business and family assets to provide a wealth planning strategy for life.
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At Thompson Wright, we help businesses restructure and reform to significantly improve efficiency and cut costs to make your company more profitable.
Backed by the best
We will support you through every business decision you make. Whether it’s business expansion, trading overseas, or corporate finance, we’ll be by your side, every step of the way.
We help businesses implement affordable and scalable cloud based software solutions throughout every area of their business.
Family wealth planning
We see that our work goes beyond helping you maximise your profits and minimising your tax commitments. Having generated income and established your immediate and near future lifestyle requirements, you need to rely on advice that you can trust to prepare for your long term plans, whether it be pensions, investments or simply paying back debt. Our sister company, TW Financial Planning Limited are here to help.
TW Financial Planning Ltd is regulated by the Financial Conduct Authority to provide financial advice that is truly independent. The process starts with getting to know you and understanding your goals, a process made so much easier by the relationship you have as an existing Thompson Wright client.
Our clients benefit from this service throughout their business life and beyond as they have the opportunity to enjoy the hard-earned fruits of their success.
Our expert team of Independent Financial Advisers (IFAs), are here to help your business manage its money in the most effective manner and currently invest more than £180 million of client funds.
Our comprehensive service starts by assessing both your company and personal finances and identifying risks and opportunities, and then developing a fully actionable plan to realise your short-term, medium-term and longer-term goals.
Don’t forget – our first meeting is completely free and you have no obligation to take advantage of our services. Any charges for subsequent work are agreed in advance.
TW Financial Planning Limited is 100% independent! This means our recommendations are tailor made to individual requirements and sourced from all market leading providers.
Summary of services
- Retirement strategies
- Inheritance tax and estate planning
- Pension planning
- Wealth protection
- Business succession planning
The Wealth Management experts
Meet our Wealth Management experts. We are lucky to enjoy working with colleagues who are dedicated and passionate about the customer service we provide.
The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk.
Where your complaint relates to products or services purchased online, or by other electronic means such as by email, you may refer your complaint to the online dispute resolution (ODR) platform at http://ec.europa.eu/odr.
Thompson Wright is authorised and regulated by the Financial Conduct Authority. We are authorised to provide advice to our existing clients.