Welcome to Townends Wealth Management Ltd, Independent Financial Advisers in Goole, East Riding of Yorkshire. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Townends Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.
Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Townends Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.
Services
At Townends Wealth Management Ltd we recognise the importance of forward planning.
We are Independent Financial Advisers and can offer a full range of financial services whether you are an individual or business client.
We also know that the key to continued success is ensuring that the wealth you create works hard for you, and your family.
Our Wealth Management Team work closely with you, to understand your needs, and provide tailor-made tax efficient financial plans.
They can provide clear and valued advice on long term savings, investments and inheritance tax planning.
We are Independent Financial Advisers and can offer a full range of financial services whether you are an individual or business client.
We also know that the key to continued success is ensuring that the wealth you create works hard for you, and your family.
Our Wealth Management Team work closely with you, to understand your needs, and provide tailor-made tax efficient financial plans.
They can provide clear and valued advice on long term savings, investments and inheritance tax planning.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Paul began his career in financial services over 30 years ago as a management trainee with Midland Bank, then after several roles with life assurance companies changed direction and qualified as an Independent Financial Adviser realising this route offers the best advice to clients.
Working with the senior partners within Townends Accountants LLP Pauls expertise extends from specialist retirement planning through to investments and inheritance tax mitigation.
Paul began his career in financial services over 30 years ago as a management trainee with Midland Bank, then after several roles with life assurance companies changed direction and qualified as an Independent Financial Adviser realising this route offers the best advice to clients.
Working with the senior partners within Townends Accountants LLP Pauls expertise extends from specialist retirement planning through to investments and inheritance tax mitigation.
Treating Customers Fairly is a core principle of our company and the way we conduct our business.
We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
We are constantly striving to improve our service and develop new and innovative ways to communicate our services and new product information to you.
Central to our Treating Customers Fairly ethos is our commitment to providing clear and concise information, free of "jargon" and written in plain English.
1: Consumers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
These people could include family members or business partners.
It can provide the reassurance of financial protection for you, your family and your business associates.
A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies.
The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.
These people could include family members or business partners.
It can provide the reassurance of financial protection for you, your family and your business associates.
A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies.
The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.
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