Why choose TPD Wealth Management?

You are dealing with a Chartered Firm

TPD Wealth Management is 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 insurance and financial planning profession.

Holding Chartered status means we adhere to an ethical code that underpins broader commitments to professional values. These include putting your interests first, investing in ongoing development of our people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of our profession.

We are publicly committed to professionalism

To hold Chartered status as a firm, the majority of our frontline staff must be members of their professional body and we will give you access to a Chartered Financial Planner at your request. As CII members we all have access to industry-leading technical intelligence, education and training. We help shape the profession and its response to changing times, and we are obliged to maintain our technical knowledge through continuing professional development.

In choosing a Chartered firm you can be sure that our people have made a commitment to being ethically driven, knowledgeable and to provide competent advice that is based wholly around your needs and requirements. It also means that as a firm, we are committed to providing a high quality of service and support

We are committed to the Financial Vulnerability Taskforce CHARTER

The Financial Vulnerability Taskforce promotes understanding, behaviour, and good practice in the Personal Finance, Insurance, and Financial Services Sector.

Adoption of the Charter allows us to align with an independent set of standards which meets with the expectations and rules of the Financial Conduct Authority.

As a whole of market firm, we consider all financial planning options available to you, not just a favoured few. We have a long history of helping clients to create and protect their wealth through bespoke financial planning.

Our financial planners are very experienced in dealing with clients who have a variety of financial objectives and have a comprehensive range of qualifications and advice specialisms. They are well supported by a team of people that is committed to providing our clients with an excellent service.

As a client of TPD Wealth Management you will have access to your Personal Finance Portal which provides you with a clear overview of your finances and the ability to manage and track them in one place. It will keep all your financial records, making them accessible whenever you need them. It is completely safe and secure.

CLIENT AREA

      
      
 
 
    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