HOME > Company

Our approach to financial planning is a little different to what you may know.

There are many financial planners out there. The hard thing is separating the experienced planner from the novice, the trustworthy from the biased.

TWD differs from conventional financial planning companies in several ways.

Firstly - and very importantly - we never accept any commissions or incentives from the financial suppliers we deal with. Instead, we charge you an agreed and up-front fee for our service.

For us, success isn't the amount of money we make for you.

Secondly, we are not aligned with any particular bank, investment house or broker. This gives us the freedom to pick and choose our recommendations from the broadest range of options.

We don't have off-the-shelf offerings. Each plan is painstakingly designed to align perfectly with your needs and goals.

Finally - and this may come as a surprise - we don't measure our success by the amount of money we make for you.

So now you know what we're not; let's take a look at who we really are and how we work.