Financial solutions for Mortgages, Pensions, and Investments.
We're here to give you the financial advice you need to make informed decisions about your future.
Our Services
Pension planning
In order to get the most from your hard earned retirement, you need to plan. Pension planning is one of the best ways to guarantee you’ll enjoy your retirement. Working with TPD Wealth Management will ensure you understand how to best plan for retirement. We work with you to forecast your potential pension income, illustrate how likely you are to receive the income you want and advise you on how best to manage any shortfalls. Once there we will then help you maximise the income your pension fund can provide.
Investment planning
Our financial advisers work with you to develop a long term strategy that keeps your goals in mind and can shift as life does. We help you manage your wealth with tailored financial planning, so you can minimise the amount of tax you need to pay on your investments whilst maximising your returns. We ensure that your investments are geared specifically around the amount of risk you are comfortable taking and meet the timescales you want to invest for.
Corporate advice
As owners of TPD Wealth Management, we understand the risks, the pressure, the highs and lows of running a business. We use this understanding when advising our corporate clients. We advise business owners and directors how they are able to remove funds from their company tax effectively and give practical advice on how they can protect their business against the death or incapacity of key individuals, partners, or shareholders.
Mortgage advice
At TPD Wealth Management, we understand that finding the correct mortgage can be difficult. We pride ourselves on getting the best result for our clients, no matter their circumstances. We know that each and every one of our clients will have their own unique requirements when taking out a mortgage, whether you are a first time buyer, remortgaging, buying to let, or self-employed. As we work with over a hundred lenders, we will find the right mortgage for you.
Life insurance advice
Although often overlooked, life insurance is an important part of financial planning. Should the unthinkable happen, having life insurance in place will ensure that your loved ones won't have to be dealing with financial hardship as well as the emotional trauma of losing you. We do the hard work for you, finding the right policy, at the right price, with the right insurance provider. Your dedicated financial planner will provide you with a personal touch when setting up and managing your policies, making the whole experience simple and effective.
Wills & Estate planning
Everyone needs a will, especially those with dependent relatives. Making a will allows you to determine how your property (estate) and finances will be handled after your death, so you can guarantee those that you wish to benefit, will do so, without any family disputes or long delays gaining probate. At TPD Wealth Management, we have the expertise, experience and sympathetic approach you need.
The Drop In Clinic
Drop in anytime for a free, initial , no obligation appointment, to see how we can help with your finances.
About Us
At TPD Wealth Management, we are a team of highly trained and qualified independent financial planners and support staff with over 100 years of collective experience, dedicated to helping clients navigate pensions, investments, and mortgages with confidence. Founded in 2013, our firm was built on the belief that trusted, expert financial advice should be accessible to all, especially as high street banks moved away from wealth management services. Our mission is simple "To positively impact people and leave everybody in a better position by providing unrivalled financial advice." As a Chartered Financial Planning firm, we uphold the highest industry standards, ensuring that every client receives professional, ethical, and tailored advice to secure their financial future.
News & Advice
Everything you need to know about financial advice, updates in the world of finances and broad advice on common financial issues we've seen in the community.
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