Business Details
Your Trusted Chartered Financial Advisers in Hampton Wick
We are a firm of Chartered financial planners directly authorised and regulated by the Financial Conduct Authority. Our team has satisfied rigorous criteria relating to professional qualifications and ethical practice, ensuring we provide independent, unbiased financial advice. Based in Hampton Wick near Bushy Park, we serve clients across Kingston, Twickenham, Richmond, Surbiton, Teddington, and wider London areas. Our philosophy focuses on building long-term relationships through trust and understanding, offering real-time financial planning to help clients make informed decisions.We limit our client numbers to maintain quality service, currently accepting new clients through careful selection. Our advisers specialise in financial planning, investment management, tax planning, estate planning, and mortgage advice, supported by a dedicated team of paraplanners and administrators.
Services
Financial Planning
Investment Management
Tax Planning
Estate Planning
Mortgage Advice
Highlights and features
- We are Chartered financial planners with rigorous professional qualifications
- Directly regulated by the Financial Conduct Authority for ethical standards
- Specialise in long-term financial relationships with personalised service
- Limit client numbers to maintain quality and availability
- Offer whole-of-market, independent financial advice
Associations and certifications
- Chartered Financial Planner
- Financial Conduct Authority (FCA)
Services
Financial Planning
Our Chartered financial planners create tailored strategies for long-term financial security. We help clients navigate investment decisions, retirement planning, and wealth management through regular reviews and adjustments. Our FCA-regulated advice ensures ethical standards while maintaining independence across all market options.
Investment Management
We develop customised investment portfolios aligned with individual risk profiles and financial goals. Our approach combines market analysis with ongoing monitoring to optimise returns while maintaining appropriate risk levels. Clients benefit from transparent reporting and regular performance reviews with their assigned adviser.
Tax Planning
Our tax specialists identify legitimate opportunities to minimise tax liabilities through strategic planning. We focus on capital gains tax, inheritance tax, and income tax optimisation while ensuring full compliance with HMRC regulations. Services include pension contribution strategies and tax-efficient investment structures.
Estate Planning
We help clients preserve wealth for future generations through comprehensive estate planning. Services include will writing, trust creation, and inheritance tax mitigation strategies. Our specialists work closely with legal professionals to ensure proper asset distribution according to client wishes.
Mortgage Advice
Our mortgage specialists provide independent advice on residential and buy-to-let mortgages. We assess clients' financial situations to recommend suitable products across the entire market. Services include remortgaging strategies, first-time buyer guidance, and commercial mortgage solutions.
People
Stewart Twidle
Chartered Financial Planner & Director
Stewart leads our financial planning team with over 25 years' experience. He specialises in complex financial arrangements for high-net-worth individuals, maintaining Chartered status through continuous professional development while ensuring regulatory compliance.
Catherine Twidle
Company Secretary & Director
Catherine oversees operational governance and compliance matters. With extensive experience in financial services administration, she ensures our business maintains FCA regulatory standards while supporting strategic decision-making as a board member.
Ryan Marum
Financial Planner
Ryan provides tailored financial solutions to clients, focusing on retirement planning and investment strategies. He holds advanced qualifications in financial planning and works closely with clients to implement long-term wealth management plans.
Anthony Baroudi
Tax Planning Specialist
Anthony specialises in tax-efficient financial structures, helping clients minimise liabilities through legitimate planning strategies. His expertise covers inheritance tax mitigation, pension optimisation, and cross-border tax considerations for international clients.
Amy Broome-Smith
Estate Planning Specialist & Will Writer
Amy focuses on inheritance planning and will writing services. She helps clients protect assets for future generations through trusts and estate planning vehicles, working closely with legal professionals to ensure proper implementation.
Questions
What qualifications do your advisers hold?
All our advisers are Chartered Financial Planners with advanced industry qualifications, maintaining continuous professional development and FCA regulatory compliance.
How do you charge for financial advice?
We provide transparent fee structures during initial consultations. Charges vary by service complexity but always include clear disclosure of all costs involved.
Can you help with international financial planning?
Yes, we assist clients with cross-border financial arrangements, though may collaborate with international specialists to ensure comprehensive solutions for complex situations.
What happens during the initial meeting?
The first meeting assesses compatibility between client needs and our services. We discuss financial goals, review current arrangements, and determine if we can work together effectively.
How often do you review financial plans?
We recommend annual reviews but provide ongoing support for any financial changes requiring plan adjustments throughout the year.
Are your services only for wealthy clients?
While many clients have significant assets, we work with anyone seeking professional financial planning, provided they demonstrate financial responsibility and long-term planning commitment.
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Reviews (2)
Mark Shipton
Apr 16, 2020
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I've been with AIM for a little over a year, after needing a provider to deal with my pension. I am a self employed and while financially astute, I really didn't have a clue about pensions. Stewart from AIM explained everything to me and let me know what I needed to save for my retirement. I have other financial goals, so couldn't commit a huge amount to my pension initially. This isn't a problem for AIM and they treat me like a valued customer, even though I'm smallfry compared to some of their clients.
The whole team are really friendly and it makes the whole experience even better. The best bit is even after a year, Stewart has already started to get me an impressive percentage rate on my investment. I totally recommend AIM.
The whole team are really friendly and it makes the whole experience even better. The best bit is even after a year, Stewart has already started to get me an impressive percentage rate on my investment. I totally recommend AIM.
Patricia
Oct 24, 2018
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I have been left a small inheritance and wanted sound advice on all options available to put the money to work in whatever area would suit my needs the best.
Duarte was very thorough covering many different options, and assisting me to make decisions to either eliminate or probe further into certain pathways suitable to my needs. He carefully spent the time explaining in a very straightforward comprehensible fashion the ins and outs of each option. I have seen a better outcome than what I had hoped for. I feel that Duarte covered each aspect very well and took time to make sure I understood. I think he did a great job.
Duarte was very thorough covering many different options, and assisting me to make decisions to either eliminate or probe further into certain pathways suitable to my needs. He carefully spent the time explaining in a very straightforward comprehensible fashion the ins and outs of each option. I have seen a better outcome than what I had hoped for. I feel that Duarte covered each aspect very well and took time to make sure I understood. I think he did a great job.
