Welcome to TPD Wealth Management

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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    Posted on Google  
 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 Leech 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 Maitra 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 baddeley 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 Naeem 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 muhammad 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 others
   Davinia La rocca 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 more
   jason clark 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 Barter 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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 Louise 
 
 
 
 
 
   
      
 
 
    Posted on Google  
 Trustindex 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