About the team

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  DAVID TWIGDEN CEMAP MIFS DIPFA

  Director
  • Has over 35 years industry experience
  • First became an appointed representative of AXA Equity in 1986
  • Founder of Twigden Asset Management and King Associates in 1988, providing independent financial advice across the whole of the market
  • David’s enthusiasm for teamwork was developed while playing for Bedford Rugby Club
  • David has built his business by listening to clients and offering a personal first class service.
  
  
  
  
  
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  LOIS TWIGDEN BSC HONS DIPFA CEFA

  Director
  • Graduated university with a First-Class Honours in Business
  • Graduate scheme at global brand Radisson and leading an award-winning customer service team in Guest Relations
  • Involved in the financial operations of a global pharmaceutical business
  • Achieved level 4 Diploma for Financial Advisers and more qualifications adding further value to Twigden Asset and its clientele, working towards becoming chartered.
  • Lois enjoys spending time with her family and keeping fit
  • Achievements include London Marathon, Duke of Edinburgh gold award, 50km Easter challenge and the Yorkshire 3 peaks.
  
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  GEOFF SHARPE ACII FPFS

  Chartered Financial Planner
  • Over 47 years experience
  • Geoff’s qualifications include becoming a: Chartered Financial Planner, Fellow of the Personal Finance Society, Associate of the Chartered Insurance Institute and Affiliate Member of the Society of Trust and Estate Practitioners.
  • Also qualified as a Pension Transfer Specialist in 2000 and Gold Standard Defined Benefits pension transfer adviser.
  • Provides specialist advice on investments, retirement and Inheritance Tax planning.
  • Geoff is an avid cyclist and rides to Italy annually.
  
  
  
  
  
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  DALE LEE DipFA CeRER

  Financial Adviser
  • An extensive background in Financial Services, with almost 10 years of experience.
  • Qualified Level 4 Financial Adviser, Equity Release Adviser and Mortgage Adviser. Currently studying for Later Life Planning and Long Term Care Insurance qualification which is part of his journey towards becoming Chartered.
  • Passionate about delivering detailed financial plans for clients, supporting them with financial education and comprehensive cashflow models.
  • Dale enjoys spending time with his family and his dog Nemo
  • He has also performed at the London 2012 Olympic Games closing ceremony and recorded at Abbey Road Studios as well as many other notable highlights.