Twelve Wealth Management is a relationship-led financial planning firm focused on helping individuals and families build, protect and manage their wealth over the long term. With a strong emphasis on tailored advice and clear, honest guidance, they support clients through key life stages — from growing investments to planning for retirement and beyond. Their approach is built around trust, personal service and creating long-term financial confidence.
Twelve Wealth Management, run by Marc Norris and his team, is a financial planning firm dedicated to helping individuals, families and business owners across the UK take control of their wealth and plan confidently for the future. They provide clear, tailored advice across a wide range of services, including:
Their advisers ensure each strategy is aligned with the clients’ financial goals and life priorities. TWM manages your wealth responsibly, protects what matters most to you and helps you make informed decisions that support both financial security and longevity.
If you would like to book a no-obligation 1-2-1 meeting with an adviser, contact Twelve Wealth Management via twmenquiries@sjpp.co.uk or visit their website www.twelvewm.co.uk
Health and wealth go hand in hand, and we’re proud to partner with Twelve Wealth Management. Whether you’re an individual or a business seeking guidance, we’re happy to recommend them to help you achieve your financial goals, with a professional relationship built on trust, honesty, and personalised advice.
Health insurers also allow you to add extras to your plan to give your employees even more comprehensive healthcare, including :
2025
We’re delighted to be partnering with Globacare. Their expertise in private medical insurance and protection perfectly complements the work we do with our clients. This partnership allows us to deliver a more joined-up approach, ensuring clients are not only building wealth, but also properly protected. We’re excited to support Globacare’s clients in the same way, helping them maximise their financial position alongside their health cover
Marc Norris
Founder
Twelve Wealth Management specialise in offering professional advice across investments, financial planning, personal & business protection, inheritance tax planning, pensions, retirement planning, intergenerational planning and mortgages.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgage.
Wealth management is the process of putting together a plan that supports you in achieving your life goals. It can be as simple as helping you manage some money you want to invest, through to a full financial review to understand how your money can support your ambitions in life.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We are flexible and adapt to life changes. If your goals, circumstances, or risk tolerance shift, we’ll revise your financial plan and investment strategy to ensure they still align with your updated objectives.
Our Financial Advisers support business owners and entrepreneurs by providing strategic guidance on financial planning, investment planning, risk management, and tax efficiency. They help with budgeting, cash flow forecasting, and securing funding, including government grants and investor opportunities.
TWM’s Advisers offer protection through business insurance, succession planning, and retirement strategies, ensuring long-term financial stability. Additionally, they help balance personal and business finances, optimising wealth management while navigating financial regulations and economic conditions.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Intergenerational planning is about passing on your wealth to your loved ones in a secure and effective manner. Traditionally, wealth has passed down from one generation to the next upon death. However, today, many people want to be able to use their assets to support their family now and see the benefits of their wealth during their lifetime.
