Twigden Asset Management – Independent Financial Advice

for all your financial needs

How can we help...

Financial planning isn’t just about buying a product or a policy; it’s about making the right choices for your money and your future.

Want to know more...

If you need help making your financial goals a reality, we’re here to help. Clients find us knowledgeable, approachable and friendly.

 

 

Our Services

  • Pensions

    Right now, retirement might seem a very long way off, but it’s never too early to think about your pension. Ideally, we should all start planning for it from the day we start work..
  • Savings and Investments

    There are many good reasons for saving, from putting away money for emergencies to the bigger, more exciting things in life like a deposit on a home, or a special family holiday...
  • Protection

    Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident and were unable to work...
  • Business Protection

    Discussing your wishes may make you feel uncomfortable, but the process need not turn out to be as difficult or upsetting as you might think...
  • Inheritance Tax

    With property prices having risen over the last few years, you don’t have to be hugely wealthy to be affected by Inheritance Tax (IHT). More families are calculating the value of their estates...

Testimonials

“Twigden Asset Management gives an outstanding personal service, nothing is too much trouble. The professional advice and experience from the whole team is extremely reassuring, and tailored to my needs, and I feel very comfortable to know that my financial affairs are in such safe hands.”

Jacky ( HR Director )

“David and his very helpful team have been absolutely invaluable in advising me on the tax-free sums available to me from my diverse pension policies and facilitating consolidation of those policies into a very professionally administered SIPP.”

Brian ( Retired Solicitor)

While being very busy with our own businesses and a young family, Twigden Asset helped to take the worries away from our financial planning. From the outset they spent time carefully considering our financial position and requirements, making us feel at ease and completely relieving our shoulders of any financial stress. We were advised on all facets of our financial lives and no question was left unanswered. We have strongly benefitted from working with Twigden Asset and we can now finally feel we are financially prepared as a family and ready to start focusing on all other aspects of our lives. Thank you to the whole team!

S and S Fisher, Bedford

I will wholeheartedly give positive reviews about Twigden, and if in the future I had the good fortune of a large lump sum – I will be back.!

Yasmin from Milton Keynes

A pension is a long-term investment and the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

The value of investments and income from them may go down. You may not get back the original amount invested. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Latest blog:

Olney woman faces her biggest fear to raise funds for hospice which cared for her gran (yahoo.com)

Woman faces her biggest fear to raise funds for hospice in Moggerhanger (bedfordtoday.co.uk)

Olney woman faces her biggest fear to raise funds for hospice which cared for her gran (miltonkeynes.co.uk)

We recently have built a relationship with the wonderful charity Sue Ryder. So we will be helping them to raise money and volunteer where we can. Most recently (Nov 2023) Lois jumped out of a plane at 13000 feet! In June 2023 we took part in a garden volunteering day at their hospice in Moggerhanger. With our high vis jackets at the ready we tackled the garden – clearing plants and demolishing the pagola.

This is so they can open this area to allow residents to enjoy the pond and view the fish. We look forward to our next volunteering activity!