The financial landscape is changing and personal finances are becoming more complex. It is becoming increasing clear that, for some of our clients, independent financial advice provides as essential guide to making informed choices for you and your family.
Stonebridge have chosen to partner with 20 Twenty Wealth Management to ensure that our clients has access to independent financial advice.
20 Twenty Wealth Management can provide a fully independent financial planning advice to both individuals, trustees and businesses on how to best meet their financial objectives. Independent Financial Advisers are able to select the correct product for customers from using a comprehensive and fair analysis of the relevant market – this means that 20 Twenty can recommend any product from any company provided it suits their customer’s needs and objectives. With such a wide choice of companies, investments and saving tools, our customers can be reassured that they are not simply being provided with a standard recommendation but instead are receiving personalised advice.
As a client you will have access to a range of services from 20 Twenty Wealth Management which are focused on your long-term financial security. Most importantly 20 Twenty Wealth Management take the time to clarify and assess your financial goals and concerns and then work with you to create plans to protect your wealth and lifestyle, manage your tax position and help you fulfil your everyday financial needs.
20 Twenty Wealth Management can advise on all aspects of financial planning and can provide solutions across a range of services including:
- Discretionary Portfolio Management
- Bespoke Investment Advice
- Pension & Retirement Planning
- Inheritance Tax Planning
- Trustee & Charity Investment Management
- Power of Attorney & Court of Protection Investment Management
For all enquiries, please contact:
Kevin Morrison Dip PFS – Independent Financial Adviser
Mobile 07803 726 823
20 Twenty Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Firm reference number 487395. This can be verified by visiting The Financial Services Register here.