Twomey Wealth Management
Associate Partner Practice of St. James's Place Wealth Management
“Andrew has given us really constructive advice on a range of financial matters. He has shown a clear grasp of the family set-up, and of our existing financial situation and has tailored his advice to our circumstances with great clarity and some insight. He explains constructs without the use of jargon, works with us at a pace that allows us to take in unfamiliar concepts and has been helpful in providing analogies and adapted explanations to enhance our understanding when explaining complex issues. Andrew is an extremely personable character, and a pleasure to invite into our home. He has always been cordial, punctual and responds swiftly to requests for assistance . Recently, when trying to set up a mortgage at short notice, he helped pull out stops to get information to us speedily, put us in touch with colleagues to assist and followed up with emails to check if there was anything more he could do. He has maintained contact at appropriate time frames so that we neither feel hounded nor abandoned. We heartily recommend him to anyone else looking for financial advice.”
Dr. Rachel Starer and Prof. Kenneth Long
“I chose Andrew because of his deep knowledge of all aspects of the financial world and in particular how he can use that to help me with my personal finances. He is always very professional in his dealings but beyond that there is a personal concern that together we can maximise my financial resources to ensure a good quality of life going forward. I am very happy to recommend him to friends and family as a wealth manager.”
Beverly Chandler, Managing Editor, Wealth Adviser
“Andrew has taken the time to get to know me and my personal and family circumstances and has bespoked his offering around this. Highly communicative, informal yet professional, giving honest advice rather than just trying to make a quick buck. I’m confident he will be looking after my finances for the long term.”
James Wood, Practice Leader, The EMC
“I need advice, help and thoughtful guidance. Personal finance bores me to tears and I don't try to understand it. So my Financial Adviser, looks after me, is pro-active and does my thinking for me in this crucial area that many of us neglect. He explains stuff in a language I can understand and ensures my personal financial interests are looked after, whilst I look after those of my business. That’s why Andrew Twomey is awesome in this area. Suggest you get him involved as quickly as possible. Oh and he’s a jolly decent chap.”
Timon Colegrove, Owner, Hunts
“Andrew has supported me throughout the set up and running of my company, as well in my personal financial planning. He understands me, what I want to do and the risks I am open to taking. It is very useful to have someone I can just call up and talk through my plans with, whilst not feeling like I am “on the clock”. I have been most impressed with his support and look forward to working with him in the future. I highly recommended his services.”
Lee Ramsingh, Managing Director, Better Technology Services and Entrepreneur
“Andrew is an outstanding wealth manager whose advice I trust on every aspect of my financial needs. His ability to understand a complex individual financial situation first time is exceptional and the advice offered is always bespoke and solution focused. I look forward to continuing to use his services in the future and am always more than happy to recommend him to friends and colleagues who require wealth management advice.”
Paul Wood, Hamilton Mackintosh Ltd and Property Investor
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
The Partner Practice 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.