Our Services - TPD Wealth

Getting the most from your hard earned pension when you retire requires planning. Pension planning is one of the surest ways to guarantee you'll enjoy the type of retirement you wish to have. Working with TPD Wealth Management will ensure you understand the best ways to plan for retirement. Our retirement planning advisers can forecast your potential income from your pensions and other savings, show you how you can maximise them and illustrate how likely you are to receive the retirement income you want. We can also advise you how best to bridge any projected shortfalls.

Our advisers will work with you to develop a long term investment strategy that will keep your personal finance goals in mind and can help you adapt to any changes life brings. Tailored financial planning can help you manage your wealth and drive added value in a way that minimises the amount of tax you pay on your investments – we call it tax efficient investing. Through careful planning we are able to minimise the amount of tax you will need to pay whilst ensuring that the investment is geared specifically around the amount of risk you are comfortable taking across the timescale you want to invest over.

We understand the risks, the pressure, the highs and lows of running a business, especially when it comes to the best policies on the market for you to have in place. We use our 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 and assets against the death or incapacity of key individuals, partners, or shareholders.

At TPD Wealth Management, we understand that finding the correct mortgage can be challenging. What can be suitable for one person may not be right for you because everyone's circumstances are different. We pride ourselves on always getting the best results for our clients, regardless of what the monthly payments might be. 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 looking for the lowest fixed rate, remortgaging, buying to let, or self-employed. As we work with over a hundred banks and lenders, we will find the right mortgage for you.

This area of financial planning is often overlooked, people simply think 'it will never happen to me'. We know differently and believe strongly about ensuring that, should the unthinkable happen, money will not be another worry you or your loved ones need to deal with. When it comes to protection, we will do the hard work for you. We will find you the right policy at the right price with the right insurance provider. You will receive personal support from a dedicated protection adviser who will set up and manage your policy. Simple but effective.

It is important for everyone to make a will. In particular, anyone with dependant relatives must do so. Anyone who owns a property or has any type of asset which you would wish relatives, friends or charities to benefit from should also make a will. Making a will allows you to specify how your property (estate) will be handled in the future, after your death. This guarantees that individuals you wish to benefit will do so, in accordance with your objectives, whilst avoiding family disputes. At TPD Wealth Management, we have the expertise, experience and sympathetic approach you need.