Meet our Clients

Meet our Clients

Please see some of our anonymised client reviews which are also published on vouchedfor.com.

Valued Client 1


What were the circumstances that caused you to look for a financial adviser?
I needed financial advice after going from mainstream full-time employment to freelance.

How did the TWP Planner help you?
He helped me set up life and sickness insurance as well as advising me on the appropriate pension scheme.

Have you seen the outcome you were hoping for?
My TWP planner was efficient, knowledgeable, polite and extremely thorough. I have peace of mind when it comes to my financial future.

What could they have done better?
He could have brought with him some cake - strongly recommend he do that next time.


Valued Client 2


What were the circumstances that caused you to look for a financial adviser?
Planning for retirement - pensions options.

How did the TWP planner help you?
Investigated and valued pensions - models for options for retirement ages, advice on life styling, income protection and savings.

Have you seen the outcome you were hoping for?
Yes - a plan in place, and actions to bridge from now to retirement - clear report with extra options that really meet my needs.

What could they have done better?
None!

Valued Client 3


What were the circumstances that caused you to look for a financial adviser?
Drawdown transferring out of final salary scheme. Legal obligation. Would have done it anyway.

How did the TWP planner help you?
Took care of the complex paperwork, advised me where to invest.

Have you seen the outcome you were hoping for?
Absolutely. Exceeded expectations by some distance.

What could they have done better?
Nothing. My planner is brilliant. Very approachable, knowledgeable and explains this complex area very well. I have trusted him with a very important sum of money, and have definitely not been disappointed.