Twm Ltd

Independent Financial Adviser Unit 9, Castle Court 2, Castlegate Way, Dudley, West Midlands, DY1 4RH
Response rating
10 /10
FCA verified
19th August 2019
We are a local independent financial adviser with over 20 years’ experience of advising a diverse client portfolio.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Long term care
Meet our advisers
Steve Thompson
What our clients say
First class service from day one, and for the last 6 years.
Graham, retired factory worker, Rowley Regis
I have known Steve at TWM for nearly ten years now and he has helped my family build up a decent portfolio of pensions and investments. I have recommended him to both professional colleagues and personal friends over the years and would not hesitate to do so again. He is extremely professional, approachable, very knowledgeable and explains financial products in lay-mans terms - which are qualities I would expect in a good financial advisor.
Martin, accountant, Cradley Heath
These few words express our appreciation of the advice and investment guidance we have received over the years from Steve Thompson. He has regularly reviewed our investments, ensured that we have sufficient income for our needs, kept us aware of impending tax changes and channeled investments into ISA's. We have particularly valued his quick response to any requests for information and his help in disentangling reams of withdrawal paperwork. His grasp of complex legislation has enabled him to explain investment options simply and he has always offered us options from which we can choose to match our personal selection criteria.
Brian, retired director, Walsall
The number and complexity of the options that were available to me and my wife when it came to retirement meant there were difficult choices to be made. It would have been impossible to arrive at the best choice without expert advice. I'm really pleased that I used TWM to guide me through to the best decision.
Adrian, retired Health and Safety manager, Halesowen
TWM Ltd have provided long term guidance to maximise income with no reduction in capital. Some 15 years ago my father died and I needed some professional advice to manage my portfolio to maximise income and minimise tax liability on my projected early retirement from teaching. Steve Thompson has achieved my aims such that my income is approximately the same as when I was working despite the significant global and domestic problems in the financial sector without reducing capital in 2008. His regular reviews are always delivered in a friendly manner without ever being “pushy” and he is now well aware of my attitude to risk. I have been pleased to recommend him to two other friends and am confident we will have a continued relationship as I approach my later years in life.
Stephen, retired teacher, Kings Heath
Where to find us

Unit 9, Castle Court 2, Castlegate Way, Dudley, West Midlands, DY1 4RH

Make an enquiry
About us

We are a local independent financial adviser with over 20 years experience of advising a diverse client portfolio. We regularly advise on a wide variety of financial planning needs including retirement planning & wealth management.

Our services

We are particularly active in the field of retirement planning for clients who want to organise their arrangements towards retirement or who are looking to choose the most appropriate options available at retirement for both their pensions and investments. This includes ensuring all funds are invested in line with the individual clients requirements.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

TWM Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 602361. Our permitted business is advising on pensions, investments and insurance.
You can check this on the FCA’s Register by visiting the FCA’s website or by contacting the FCA on 0845 606 1234.

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