TWM Financial Planning Revenue

Financial Services • Witney, England, United Kingdom • 1-10 Employees

TWM Financial Planning revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at TWM Financial Planning

Peter Jenkins

Business Development Director

Hannah Street

Director & Financial Adviser

Tom Smith Dipfa

Director

Ben Hodgson

Operations Director

Mathew Timms

Director Of Twm Financial Planning, Partner Practice Of St. James'S Place Wealth Management

Company overview

Headquarters	1g Network Point, Witney, England OX29 0, GB
Website	twmfinancialplanning.co.uk
NAICS	52
Keywords	Wealth Protection
Founded	2012
Employees	1-10

About TWM Financial Planning

Based in the Cotswolds, our purpose is to help our clients and their families face the future with confidence. We help our clients build a strategic plan; focusing on what is important to them through our expert personalised advice. This means clients can feel reassured and empowered to make key financial decisions throughout their life. Most of our clients are personal recommendations from existing clients and we make sure we understand their needs and objectives to deliver the right solutions to help achieve their outcomes over their lifetime. Here at TWM, we endeavour to provide our clients with the best service and develop long-term relationships through regular touch points and the provision of holistic financial planning. TWM Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/ products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. TWM Financial Planning is a trading name of TWM Financial Partners Ltd.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Partner

Employees by Department

TWM Financial Planning has 7 employees across 2 departments.

Departments

Number of employees

Funding Data

TWM Financial Planning has never raised funding before.

TWM Financial Planning Tech Stack

Discover the technologies and tools that power TWM Financial Planning's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

TrustArc

Cookie compliance

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

Google Analytics

Analytics

SDL Tridion

CMS

Frequently asked questions

TWM Financial Planning is located in Witney, England, GB.

TWM Financial Planning generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

TWM Financial Planning has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TWM Financial Planning was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

TWM Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at TWM Financial Planning

Peter Jenkins

Business Development Director

Hannah Street

Director & Financial Adviser

Tom Smith Dipfa

Director

Ben Hodgson

Operations Director

Mathew Timms

Director Of Twm Financial Planning, Partner Practice Of St. James'S Place Wealth Management

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