Twelve Wealth Management
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About Us
At Twelve Wealth Management, our primary focus is our clients. We look to establish strong, long lasting relationships with individuals and businesses based on trust and honesty. Twelve specialises in providing high quality advice on many aspects of holistic financial planning, working with you to help you achieve your financial goals.
When you have dependents, it’s important to make sure that they will be financially secure if something happens to you. The reality is that it only takes one serious illness, injury or death to have a devastating impact on a family’s finances. If you have a mortgage or other debts, then life cover can help to pay these off. Putting the right insurance policies in place can give you peace of mind that your family will have a safety net if the unexpected happens.
We will explore tax efficient investment options to help support your children too, giving them the best start, throughout the key life events such as private education, university, first car and getting onto the property ladder.
Services
Protection Planning – We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.
Intergenerational Wealth Management – Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in helping families use their collective wealth to support each other during their lifetimes.
Investment Planning – We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.
Retirement Planning – We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.
Mortgages – The mortgage marketplace is a complex one and knowing which mortgage will suit you best – both now and in the future – can be complicated. We can help guide you through a comprehensive range of first charge mortgages, whether you are employed or self-employed, buying for the first time or simply looking for a better mortgage deal.
Corporate Services – Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.
Do get in touch with us via [email protected] or 0207 744 1627 if you need a bit more information about these services, or any of our other financial planning advice.
Your home may be repossessed if you do not keep up with 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
Twelve Wealth Management Ltd 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 http://www.sjp.co.uk/products
SJP Approved 03/04/2024.
Get a consultation
- Insurance & protection
- Pensions & retirement
- Mortgages
- Financial planning
- Investments
- Savings
- Tax & trust planning
- Expatriate finances
- Business
- Long Term Care
We offer a no obligation 1-2-1 consultation meeting with one of our qualified Financial Advisers.
As a team, we do our upmost to ensure that clients meet their financial goals and aspirations in a tax efficient manner.
Do get in touch with us via [email protected] or 0207 744 1627 to book your 1-2-1 consultation, if you need a bit more information about these services, or any of our other financial planning advice.