Helping people and businesses achieve their financial goals.
Twomey Wealth Management helps clients to:
We are delighted by the client feedback we receive, which can be viewed on our Google Reviews and our Testimonials page.
How we do it:
Who we work with:
We do not have a pre-set level of client wealth or earnings for financial advice.
The most important thing is that you want to achieve a financial goal and are open to financial advice to help do this.
We work with clients over the long term. Often they are not yet in a position to make investments, but with a long term approach we believe one day they will be.
Our clients come from all backgrounds, including: Retirees, Small Business Owners, Academics, The City, Journalists, Farmers, Doctors, Entrepreneurs, Professional Services, and the Public Sector.
Where we work:
Twomey Wealth Management is based in Oxford and London. However, we have clients across the United Kingdom and are always happy to assist with financial advice.
Why we started:
We believe in face to face, personalised, financial advice. Twomey Wealth Management was founded in 2013 by Andrew Twomey. Having worked for PricewaterhouseCoopers (PwC) in the wealth management industry, he was keen to establish a firm that is focused on providing trusted, long term, financial advice for his clients.
St. James's Place was the ideal fit to join. Andrew was impressed by their reputation, strong client advocacy and commitment to building long term relationships.
Twomey Wealth Management prides itself on knowing every client personally, your family and your objectives.
We all have families, and look to work with you just as we would like ours to be advised.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.