TW Financial Planning Ltd

Independent Financial Adviser  Ebenezer House, Newcastle, Staffordshire, ST5 2BE
First meeting at adviser's own cost
We provide friendly and professional advice without jargon. Our goal is to be your long term financial planning partner.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Chris Devey
Director
Stuart Maddocks
Director
Richard Thompson
Director
Nick Dodd
Financial Adviser
David Wright
Director
What our clients say
“TW Financial planning have helped me immensely over the last 18 years overseeing an occupational pension (recommending leaving it where it was ) and consolidating various private pensions I had when I started my own business . My pension pot has increased significantly,we have regular meetings assessing my pension needs altering investments funds when appropriate. They know what they are talking about.” MW Company Director Just a small letter of thanks for the professional and enthusiastic manner in which you helped me through the complexities of pensions. I really appreciate you explaining to me in simple terms what is available and I am very impressed with your knowledge. Thanks for the input on my portfolio and the profit and growth I am now receiving. A.K. Mortgage Broker I have been a client of TW Financial Planning since 1996. During this time I have found them to be extremely proactive and professional. They have a wealth of knowledge and experience which has been of great personal benefit in planning my investments and pensions. They have also been of significant help in combining my personal investment planning with tax planning. This has been a major benefit in balancing my personal and business needs and requirements. I have no hesitation in recommending TW Financial Planning for providing a professional and effective approach to financial solutions. JC Retired
M. Williams, Stoke on Trent Staffordshire
About us

We have been providing financial advice to our clients since 1967. Since then we have built up a loyal client base in Staffordshire, Cheshire and further afield.

Our mission is to provide our clients with innovative, joined-up and individualised financial planning.

Our recently increased team consists of eleven people who share our ethos and goals. They have specifically been selected to join us because their passion for dedicated client care matches that of our company.

Our services

As Independent Financial Advisors we offer guidance on all areas of financial planning both from a personal and corporate perspective.
The main areas of advice that our clients typically require assistance with include the following:
• Investment Planning
• Inheritance Tax Mitigation
• Retirement Strategies
• Protection of Businesses
• Personal Protection
• Workplace Pension Advice
We work alongside our clients in a consultative manner in order to understand their true requirements and to formulate plans in order to address these.

Where to find us
Head office address: Ebenezer House, Ryecroft, Newcastle-under-Lyme, Staffordshire, ST5 2BE
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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