As Twelve Wealth Management proudly marks its 10-year anniversary in 2025, we reflect on a decade of dedicated service, unwavering commitment, and key milestones that have shaped our journey. Since our founding, our mission has remained the same: to provide clear financial guidance that empowers our clients to achieve their long-term goals with confidence.

A Decade of Growth and Expertise

Established in 2015 by Senior Partner & Financial Adviser, Marc Norris, Twelve Wealth Management has been steadfast in delivering tailored, face-to-face financial advice to families and business owners across the UK. Through our dedicated teams in Central London and Bournemouth, our approach ensures that each client’s objectives are met with precision and care.

Building Meaningful, Long-Term Relationships

At the heart of our success is a deep commitment to fostering long-term relationships. We take the time to understand our clients’ individual needs, providing personalised solutions that align with their aspirations. This client-first philosophy has been the foundation of our growth and a key driver of our continued success.

Through our VouchedFor account, we keep track of our client feedback and adviser testimonials to recognise the level of service and support given to our clients, and to also identify any areas for improvement to ensure we provide the best possible service for our clients.

Key Milestones Over the Past Decade

As we celebrate this incredible journey, we’re proud to highlight some of the major achievements that have shaped Twelve Wealth Management:

1.           Enhancing the Client Experience

We believe that financial planning should be more than just advice—it should be an experience. That’s why we’ve expanded our events, offering exclusive invitations to:

• Financial well-being events

• Golf days

• Rooftop cocktail evenings

2.           Increase in Client Referrals

One of our proudest achievements has been the significant increase in client referrals, a true testament to the trust and confidence our clients have in us. More than ever, individuals and business owners are recommending Twelve to their family, friends, and professional network, reinforcing our reputation for delivering exceptional financial advice and support. This growth reflects the strength of our client relationships and our commitment to outstanding service.

3.           Strengthening Professional Partnerships

Over the years, we have cultivated a strong network of professional partnerships, working closely with accountants, legal advisers, foreign exchange specialists, and property developers. These collaborations allow us to offer a one-stop-shop, holistic approach to financial planning, ensuring that our clients receive seamless, expert guidance across all aspects of their wealth management journey.

4.           Investing in Technology for a Better Client Experience

To enhance efficiency and improve accessibility, we have invested in new technology and financial planning apps that allow clients to manage their finances more seamlessly. These digital advancements provide secure, real-time access to financial plans, investment portfolios, and key documents—empowering clients with greater control and transparency. By embracing innovation, we continue to refine our services and make financial management easier and more intuitive than ever.

5.           Growing Our Expert Team

To continue delivering the highest level of service, we have expanded both our Adviser and Support teams. This ensures that every client receives the personalised attention and expert guidance they deserve.

6.           Sponsoring Bournemouth Rugby Club

We became one of the official sponsorship partners of Bournemouth Rugby Club back in August 2023. This was a proud moment for the team as supporting the rugby club and local community is of huge importance to the firm. The roots of the company are embedded within the Bournemouth community, with many of the team born and based in the seaside town.

As well as sponsoring the club, we have helped fund the teams’ kit, which displays the company’s logo, display pitch boards and stadium banners across the grounds and, we sponsor player, David Scupham.

7.           Innovative Financial Education & Wellbeing Programme

Our events programme has evolved significantly, offering a mix of digital and in-person experiences. From insightful webinars and ‘Meet the Adviser’ workshops to engaging Lunch & Learn sessions, we are committed to providing valuable educational opportunities for our clients.

8.           Expansion into the UAE

In February 2024, we launched our UAE branch in the heart of Dubai’s financial district, the Dubai International Financial Centre (DIFC). This expansion allows us to support expatriates in the UAE with expert financial planning.

A word from the Founder

"Over the past ten years, Twelve Wealth Management has grown and evolved in ways we couldn’t have imagined. From expanding internationally to strengthening our partnerships, every step has been taken with our clients at the forefront. Our focus remains on providing expert, tailored financial advice that empowers individuals and business owners to make informed decisions about their future. As we look to the future, we are excited to continue delivering exceptional service, fostering new relationships, and helping our clients achieve financial success with confidence."

— Marc Norris, Senior Partner & Financial Adviser

Looking Ahead

As we look towards the future, our commitment to innovation, personalised service, and long-term client success remains stronger than ever. Twelve are incredibly grateful for the trust our clients and professional partners have placed in us, and we look forward to continuing to help them achieve financial security and success in the years to come.

Here’s to the next 10 years of excellence!