Useful Guides & Information
Unsure what’s happening in the world of financial services?
The following guides are packed with resources designed to keep you informed. We believe when it comes to financial planning, knowledge is power. If you are not yet a client – please take the time to read these guides and case studies. You may find they help frame why using us to give you financial advice is a great way to secure your future lifestyle.
Client Case Study:
The Retirement Planner
Client Case Study:
The Home Seeker
Client Case Study:
The Investment Solution
Savings
VS Pension
How could the National
Insurance increase affect you?
Guide to your Personal
Finance Portal (PFP)
The Value of Financial Advice
July 2025
Planning for a longer life: Wellbeing tips and financial
management strategies
June 2025
What the Back to the Future
ripple effect could teach
you about financial planning
May 2025
The compounding effect: How it
could boost or harm your finances
April 2025
How financial planning could help you
answer essential “what if?” questions
March 2025
The home movers guide to mortgages
February 2025
7 allowances you might want to use before the end of the 2024/25 tax year
January 2025
5 key financial planning steps to consider during a divorce
December 2024
10 of the world’s best destinations
to travel to during winter in the UK
November 2024
The surprising benefits of
choosing a “living legacy”
for your loved ones
October 2024
Your retirement choices: How to
generate an income in later life
September 2024
The first-time buyer’s guide to
saving for a property deposit
August 2024
5 insightful lessons you
could learn from the world’s
most successful investors
July 2024
How an Olympic mindset
could help you manage
your finances effectively
June 2024
How to find purpose and get the most out of your retirement
May 2024
The essential guide
to mortgages
April 2024
7 valuable behaviours for successful investing
March 2024
10 things you can learn about your
financial plan from these ABBA hits
February 2024
Everything you need to
know about annuities when
creating a retirement income
January 2024
7 allowances you might
want to use before the end
of the 2023/24 tax year
December 2023
10 incredible destinations
to add to your bucket list
November 2023
The guide to using equity release to
unlock property wealth later in life
October 2023
7 useful questions if you plan to take
a flexible income from your pension
September 2023
10 magical life and money lessons
you can learn from Disney
August 2023
Your options when passing on
wealth to the next generation
July 2023
The steps you should take when your mortgage deal ends
June 2023
How to manage the harmful effects of inflation on your wealth
May 2023
10 fab things the Beatles can teach you about financial planning
April 2023
4 steps to creating a financial wellbeing plan
March 2023
Pension consolidations
February 2023
The essential guide to ISAs
January 2023
The 2022/23 end of tax year guide
December 2022
New Year resolutions that could boost your financial wellbeing
November 2022
12 of the best Christmas markets to enjoy in 2022
October 2022
6 ways to help you make better financial decisions
September 2022
The parents' guide to paying for university and students loans
August 2022
Your Complete Guide to Buy-to-Let
July 2022
10 straightforward
DIY jobs around the house
June 2022
Your complete guide to financial protection
May 2022
The top 10 sporting events coming to the UK in Summer 2022
April 2022
The useful guide to decluttering your home and life
March 2022
The useful guide to reaching your retirement goals
February 2022
5 important lesson that Napoleon can teach you about growing your wealth
2020
The Emotional Benefits
of Financial Advice
2020
The Benefits of an Ongoing
Adviser Relationship
2020
Investing
in the Context of COVID
2020
Helping you Access Finance
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Trustindex verifies that the original source of the review is Google. Great service from TPD for my mortgage. The mortgage advisor Jon was really helpful and it was such a smooth process. I will definitely be using their services again in the future.Rebecca LeechTrustindex verifies that the original source of the review is Google. Met with and spoke to Rob Angel and also Jon Turner quite a few times now and both have been very patient, constructive, informative, professional and helpful, even before taking any fee. It's early days, but feel like I've been given really sound tailored advice and introduced to various services. I'm optimisitc of good things and hope to work with them for the medium to long term.Sam MaitraTrustindex verifies that the original source of the review is Google. We have found TPD to be a great company to work with, to plan our current situation to achieve our future financial goals . The financial advice has been solid and balanced. The communication from all the staff continues to be second to none and the service provided has been bespoke to our personal needs. Rob was just fantastic. He created a map to put our finances on track, saved us from tripping over expensive tax pitfalls and has given us the confidence to move to the next level in achieving our financial goals. It's been like working with an old friend. Thanks to all at TPD.david baddeleyTrustindex verifies that the original source of the review is Google. Very great place highly recommended did our work very well and they were very friendly. Credits to Sir Babar and Joanne. Very great place my house is now mine and if it weren't for these guys then I wouldn't have a house to my name right now. Thank you so much for everything.Tasmia NaeemTrustindex verifies that the original source of the review is Google. This place is very good and caring. They even did my stuff when it wasnt even the day and they co operated very well. Highly reccomended. 10/10. Sir Babar and Joanne. Very friendly and helped me alot whenever I called.naeem muhammadTrustindex verifies that the original source of the review is Google. Found Richard Webb very pleasant and gave good sound advice. He explained everything clearly making it easier for us to make the right decision. Would highly recommend to othersDavinia La roccaTrustindex verifies that the original source of the review is Google. Extremely helpful. I could not fault Richard at all. Excellent! If there was more than five stars I would have given him morejason clarkTrustindex verifies that the original source of the review is Google. Had a brilliant free 2 hour consultation with Richard. He was so knowledgeable. I had prepared all of the information beforehand as I wanted to get the most out of the session. We discussed my business, mortgages and pensions. It was ever so helpful. Really highly recommend!Nicci BarterTrustindex verifies that the original source of the review is Google. Very highly recommend! We used Paul Giddley as our mortgage advisor and the service was impeccable from start to finish. Thanks again!Megan LouiseTrustindex verifies that the original source of the review is Google. Thorough and informative financial review, that provided me with the information I was seeking and further crucial advice to maximise my finances through financial plannning. The was a Free initial consultation and provided an execellent service with suggested contacts dates in future. The advisor was friendly and professionally informed who discussed and shared his insights in a non jargon heavy understandable manner.Ralph Bell
