Our Mission: "To positively impact people and leave everybody in a better position by providing unrivalled financial advice."
With over 100 years of collective experience, TPD Wealth Management has a highly trained and qualified team of independent financial planners and support staff. In 2012, when high street banks and building societies started to shift their focus away from pensions and investments, the 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 goal is to provide high-quality financial advice and positively impact people's lives.
We aim to provide our clients with a commitment to excellence in our services and a focus on meeting their needs and expectations. Our vision and mission are focused on building strong relationships with our clients, and this sets us apart from many other financial advisers who prioritise profits over client satisfaction. TPD Wealth Management is proud to be member of the exclusive group of Chartered Financial Planners. Wherever you see the Chartered logo, you can be confident you are working with advisers who are ethical, knowledgeable, professional and will always put your interests first. It is also means that as a firm, we are committed to provide a higher quality service and a superior level of support.
Our Core Values:
Every member of our team, from the support staff to Directors, have committed themselves to the TPD Core Values. These are a set of attributes embodied by every action we take not only towards our clients, but each other.
TPD Office Tour
Let’s take a sneak peek into our office! One of Stockports oldest buildings, built c.1580, the historic Three Shires at 30 Great Underbank and get to know our team. We take pride in our environment and the work we do, and we're excited to share it with you.
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