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about twismo

Twismo Financial Planning offers Independent Financial Advice to companies and individuals. We understand that whatever your financial position and goals, these are personal and specific to you. We prefer to take a holistic approach to providing advice, encompassing your entire financial position and options; thus ensuring that you receive the most appropriate advice for your circumstances.

We work with our clients, carefully listening to their needs and wishes before presenting the most suitable financial plan.

As independent financial advisers, in addition to all the products and policies within in the marketplace, we are able to arrange bespoke investments and pensions should this be appropriate. Furthermore, we also help our clients build and manage both commercial and residential property* portfolios.

Our service doesn’t have to stop there. Once we have established a financial plan and arranged any appropriate purchases/ sales, we offer four different service packages, providing regular financial planning reviews to suit individual needs.

We provide advice on:

  • to an individual...
  • Investment (On and Offshore)
  • Individual Pension Plans
  • Inheritance Tax and Trust Planning
  • Life Assurance & Critical Illness Cover
  • Long-term Income Replacement
  • Private Medical Insurance
  • Commercial & Residential Property* Purchase
  • to a company...
  • Corporate Investments (On and Offshore)
  • Pension Scheme Installation and Management
  • Death In Service and Critical Illness Schemes
  • Sick Pay Schemes
  • Private Medical Insurance
  • Share Holder Protection
  • Key Man Cover
  • Commercial & Residential Property* Purchase

*advice not regulated by the Financial Services Authority.

The world is my oyster

'The world is my oyster' is a feeling of contentment or satisfaction. It can be likened to feeling on top of the world.

twismo offers tailor-made solutions and advice for individuals and companies. To see how we can make the world your oyster, contact us through the website or by using the contact details below.

Client Area

We are proud to support:

Link to Yorkshire Air Ambulance website

Twismo Financial Planning Ltd, Twismo House, Lund Street, Bingley BD16 4JN
Tel: 01274 516900 | Fax: 01274 566388