Eleven years ago, TPD Wealth Management embarked on a journey to empower individuals to achieve their financial goals. As we celebrate this impressive milestone, we want to share a side you might not know! Dive into our list of 11 facts about TPD, unveiling the people, the passion, and the moments that have shaped who we are. Get ready to discover the story behind the success and see what makes TPD your partner for a brighter financial future.
1. The history of TPD
In 2012, when high street banks and building societies started to shift their focus away from pensions and investments, our directors became concerned about the growing divide between Society’s needs and the accessibility of reliable and comprehensive financial advice. TPD Wealth Management was established in 2013 with a clear vision and a defined mission.
Our Vision: “To be the best company our clients deal with.”
Our Mission: “To positively impact people and leave everybody in a better position by providing unrivalled financial advice.”
2. Our exciting move to a Stockport landmark
In September 2020, we made a bold move. We traded in our old office for a place steeped in Stockport’s rich history: The Three Shires, one of Stockport’s oldest buildings, built c.1580. Our team gets to work in a building that’s witnessed centuries of change!
We were excited to become part of the fabric of Stockport’s story, while writing our own chapter within these historic walls. The move to The Three Shires symbolized our commitment to the community and our belief that a strong foundation (both literally and figuratively) is key to building a bright future. So, the next time you’re in Stockport town centre, stop by and see us!
Let’s take a sneak peek into our office here.
Photo: The Three Shires building
3. Ownership
The ownership of TPD Wealth Management Ltd is split between:
- Jon Turner, Mortgage Adviser and Director
- Rob Angel, Chartered Financial Planner and Director
- Tim Widdowson, Financial Planner and Director
This unique structure allows us to prioritise what truly matters – your financial well-being and the success of our team. We answer directly to you, our clients, ensuring our decisions are made with your best interests at heart, not the pressure of external shareholders.
4. You are dealing with a Chartered firm.
In 2022, TPD Wealth Management were proud to have been awarded the prestigious title: Chartered Financial Planner.
Our Chartered title is a public declaration of our commitment to professional standards. It was granted by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the financial planning profession.
In choosing a Chartered firm you can be sure that our people have made the commitment to being ethically driven, knowledgeable and to provide competent advice based on your needs and requirements. It also means that as a firm, we are committed to providing a high quality of service and support.
Find out more about our Chartered status here.
Photo: TPD Chartered Certificate by the CII
5. We are committed to the Financial Vulnerability Taskforce Charter
Life can be unpredictable. Everyone can find themselves in vulnerable circumstances at some point in their lives. We understand the importance of financial security and are here to help you navigate complex situations with empathy and expertise. As a member firm of the Financial Vulnerability Taskforce Charter, we’re dedicated to upholding the highest standards of client care, ensuring you receive the support you deserve, whenever you need it most.
6. Award winning Retirement Planning
In February 2024, TPD Wealth Management were honoured with a Retirement Planning Recognition Award by Scottish Widows. The award is given to firms that provide quality advice that focuses on good customer outcomes and who put clients at the heart of everything they do.
This recognition is not just an award; it’s a testament to our unwavering commitment to our mission statement – “To positively impact people and leave everybody in a better position by providing unrivalled financial advice.” At TPD, we believe that financial guidance should go beyond numbers, focusing on enhancing lives and ensuring everyone we work with is in a better position than before.
This award is a celebration of our collective dedication to providing unrivalled financial advice that not only meets but exceeds expectations
Photo: Jon, Rob and Tim with the recognition award.
7. Number of employees
Since our founding in 2013, TPD Wealth Management has experienced tremendous growth, from a dedicated team of 4 to a thriving group of 10 professionals today. We’re incredibly proud to have provided rewarding career opportunities within our growing firm, and we’re dedicated to creating a safe and supportive work environment where our team members can thrive and continuously develop their expertise. This growth reflects not just our own success, but our commitment to building a strong future – both for our clients and our team.
Find out more about our team here.
8. Our clients are happy
At TPD Wealth Management, your satisfaction is our top priority. We’re proud to have earned a phenomenal 4.9 out of 5-star rating on Google. This is also supported by our Consumer Duty Questionnaires received up to 1st February 2024, our clients have scored us:
93% – Feel the features and benefits of the products and services were explained satisfactorily.
94% – Thought the information provided was in a format that was clear and easy to understand.
95% – Were satisfied with the advice they received.
93% – Felt the advice received was value for money and priced accordingly.
94% – Were happy with the level of support received from TPD Wealth Management Ltd.
94% – Would recommend TPD Wealth Management Ltd to a friend or colleague.
These reviews mean the world to us because they reflect our commitment to providing exceptional financial guidance and building genuine client relationships.
Still unconvinced? Click here to watch our client video testimonials.
9. Our website has more than 20 financial guidelines to help you improve your financial situation (which you can download for FREE!)
Every month, we update our website with bite-sized resources to cover everything from budgeting basics to savvy saving strategies and even investment tips for beginners. These guides are written by financial experts, so you know you’re getting sound advice you can trust.
We now have over 20 financial guides available on our website, free for you to download, read, and put into action when you’re ready. Here at TPD, we believe financial knowledge should be accessible to everyone. No subscription fees, no hidden costs, just pure financial wisdom waiting to be unleashed!
Download our financial guides here.
10. Did you know? We hold a monthly free drop-in clinic on the second Thursday of every month.
We hear you, Stockport! We understand how tough the last few years have been for everybody. So, we would like to help by opening our doors to the public with TPD Drop-in Clinics to provide you with FREE advice and guidance on your financial situation.
Everyone is welcome to come and get professional financial advice from us about life insurance, retirement planning, pensions, mortgages, investment strategy or even financial advice for your business, our team of experienced professionals is here to help.
We’re passionate about supporting our local community, and these clinics are our way of giving back. Don’t hesitate to stop by – a brighter financial future is within reach!
Register to our next drop-in clinic here.
11. Investing in Our Team, Investing in Your Future
At TPD, we believe in empowering our people. We are proud to offer financial support to three dedicated employees pursuing their advancement in the financial industry. Two employees are studying to become Financial Planners, while another employee is on the path to become a Chartered Financial Planner. Their ongoing development ensures you receive the most comprehensive advice in all areas of financial planning. If you need any advice, please do not hesitate to contact us.
