Business Details
Your Trusted Chartered Financial Planning Partner in Hampton Wick
We are a firm of Chartered financial planners directly authorised and regulated by the Financial Conduct Authority. Our rigorous professional qualifications and ethical standards ensure clients receive independent, unbiased advice tailored to their long-term financial goals. Based in Hampton Wick near Bushy Park, we serve clients across Kingston, Twickenham, Richmond, Surbiton, Teddington, and wider London.Our philosophy prioritises building deep client relationships to deliver actionable financial strategies that adapt to evolving needs. We work exclusively with clients seeking enduring partnerships, ensuring informed decision-making and avoiding financial missteps through real-time planning expertise.
Services
Financial Planning
Investment Management
Tax Planning
Estate Planning
Mortgage Advice
Protection Services
Will Writing
Retirement Planning
Highlights and features
- We are directly authorised and regulated by the Financial Conduct Authority
- Our team holds Chartered Financial Planner designations demonstrating expertise
- We provide whole-of-market, independent and unbiased financial advice
- Our advisers maintain limited client numbers for personalised service
- We specialise in long-term financial relationships with local expertise
Associations and certifications
- Chartered Financial Planner
Services
Financial Planning
Our Chartered Financial Planners create tailored strategies for long-term financial security. We specialise in cashflow modelling, tax-efficient investments, and retirement planning. Clients benefit from ongoing support that adapts to life changes while maintaining regulatory compliance.
Investment Management
We offer discretionary portfolio management across diverse asset classes. Our approach combines risk profiling with market analysis to optimise returns. Regular performance reviews ensure investments remain aligned with evolving financial objectives and market conditions.
Tax Planning
Our specialists identify legitimate tax-saving opportunities through ISAs, pensions, and investment vehicles. We coordinate with accountants to ensure compliance while minimising tax liabilities across income, capital gains, and inheritance tax frameworks.
Estate Planning
We help clients preserve wealth for future generations through wills, trusts, and lifetime gifting strategies. Our Will Writers collaborate with legal professionals to ensure proper documentation and tax-efficient asset distribution.
Mortgage Advice
Our Protection Paraplanners provide whole-of-market mortgage solutions tailored to individual circumstances. We assist with residential purchases, remortgaging, and buy-to-let investments while considering broader financial planning implications.
People
Stewart Twidle
Chartered Financial Planner & Director
Stewart leads our advisory team with over 25 years' experience in financial planning. His expertise in complex tax mitigation strategies ensures clients receive technically robust, practical solutions tailored to their unique circumstances.
Catherine Twidle
Company Secretary & Director
Catherine oversees operational governance and compliance matters. With extensive experience in financial services regulation, she ensures our firm maintains the highest standards of ethical practice and client protection.
Ryan Marum
Financial Planner
Ryan specialises in retirement planning and investment management. He holds advanced qualifications in pension transfers and helps clients navigate complex financial decisions with clear, jargon-free explanations.
Amy Broome-Smith
Estate Planning Specialist
Amy focuses on inheritance tax planning and will writing. She works closely with legal professionals to create comprehensive estate plans that protect assets while respecting clients' wishes for future generations.
Harou Lawton
Mortgage & Protection Paraplanner
Harou provides technical support for mortgage and insurance solutions. His detailed knowledge of lending criteria helps clients secure competitive financing options that align with their overall financial strategies.
Questions
What qualifications do your advisers hold?
All our advisers are Chartered Financial Planners with advanced industry qualifications regulated by the Financial Conduct Authority.
Do you work with non-UK residents?
While based in Hampton Wick, we consider international cases with UK tax or investment connections through our network of professional contacts.
How are your fees structured?
We charge transparent, pre-agreed fees based on the complexity of your financial situation and required services, with no hidden commissions.
Can I get a one-off financial review?
We focus on long-term relationships but occasionally provide standalone reviews for specific financial decisions or life events.
How often do you review investment portfolios?
We conduct formal portfolio reviews annually, with quarterly performance updates and ad-hoc adjustments for significant market or personal changes.
What happens during the initial consultation?
The first meeting assesses compatibility through discussing your financial goals, current arrangements, and expectations for our advisory relationship.
Videos
