TPD Wealth Management Ltd - Stockport

Address: 30 Great Underbank, Stockport SK1 1NB, United Kingdom.
Phone: 1619400176.
Website: tpdwealth.co.uk
Specialties: Financial planner, Estate planning attorney, Financial consultant, Investment company, Investment service, Life insurance agency, Mortgage broker, Pension office.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 81 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of TPD Wealth Management Ltd

☎️1619400176

⏰ Open Hours of TPD Wealth Management Ltd

Monday: 9:30 am–6:30 pm
Tuesday: 9:30 am–6:30 pm
Wednesday: 9:30 am–6:30 pm
Thursday: 9:30 am–6:30 pm
Friday: 9:30 am–3:30 pm
Saturday: Closed
Sunday: Closed

Overview of TPD Wealth Management Ltd

TPD Wealth Management Ltd is a distinguished financial services firm situated at 30 Great Underbank, Stockport SK1 1NB, United Kingdom. This company stands out for its comprehensive range of services, including financial planning, estate planning, investment services, life insurance brokerage, mortgage broking, and pension management. For those seeking personalized wealth management, TPD Wealth Management Ltd offers a suite of expert services tailored to individual needs.

Contact Information

Phone: 1619400176 - Direct communication is key, and TPD's phone number ensures clients can reach out easily.

Online Presence

In today's digital age, TPD Wealth Management Ltd maintains a strong online footprint. Their website tpdwealth.co.uk is not only a valuable resource for potential clients but also showcases their expertise and services. For those interested, visiting their site will provide detailed insights into their offerings and how they can assist in managing and growing your wealth.

Special Features and Accessibility

TPD Wealth Management Ltd prides itself on its commitment to accessibility and convenience. They offer online appointments, ensuring clients can schedule meetings at their ease. Additionally, their wheelchair-accessible car park, entrance, and toilet demonstrate their dedication to providing a barrier-free environment for all clients.

Client Reviews and Satisfaction

The company boasts an impressive number of 81 reviews on Google My Business, with an average opinion of 4.9/5. These glowing testimonials highlight the exceptional service provided by TPD, particularly praising the personal touch and insightful financial advice from their team. Clients like Richard, who has been guiding them through pension consolidation and estate planning, exemplify the personalized approach TPD takes to ensure clients' financial wellbeing and peace of mind.

Recommendation for Potential Clients

For anyone seeking professional guidance in managing their wealth, including pensions, estates, investments, and mortgages, TPD Wealth Management Ltd is highly recommended. Their commitment to excellence, as reflected in their high client satisfaction scores, combined with their comprehensive service offerings, makes them a reliable partner for your financial future. To explore how TPD can assist you, visit their website tpdwealth.co.uk and consider scheduling an appointment to discuss your specific financial goals. Their online and on-site services, along with their accessible facilities, ensure a smooth and convenient experience.

This summary encapsulates the essence of TPD Wealth Management Ltd, highlighting their strengths, accessibility, and the satisfaction of their clients, encouraging potential clients to reach out to them for personalized wealth management solutions.

👍 Reviews of TPD Wealth Management Ltd

Gary H.

5/5

Have dealt with TPD for a good few years now. Richard has dealt with me for the last couple of years. He is very personable and a good communicator. It is always a pleasure to talk with him. Advice has been very good so far as well. TPD originally consolidated my pensions, have since provided me with annual reviews of performance and are now helping me with estate planning, particularly in the context of the proposed Rachel Reeves changes. I am certainly happy with TPD. They are helping me to manage and protect my wealth.

Callum H.

5/5

Can highly recommend the drop-in sessions for advice on pensions and beyond. Would use again in the future. My advisor was Richard who was great

Jennifer W.

5/5

I have been with TPD for approx 20 years. Rob Angel and the team had always given me good advice on saving for my pension. My husband moved across to them around 10 years ago after the policy he had was dormant and there was no investing. They have now invested his money for his pension too. Now that we have reached pensionable age, I have draw downs and my husband had a temporary pension when he needed it and now saving again whilst he works.

Rob annually does a review with us about our wishes and lets us know what is happening at all time. I am very cautious so my money does not grow as quickly as my husband who is less cautious than me, so they are invested differently.

At the moment Rob is about to sort out Powers of Attorney, which again we have been given advice for. We call Rob at any time or leave a message if it is out of office time and know when he is in he will get back to us. We know he is always willing to explain anything we do not understand. As far as I am concerned TPD has always been friendly, professional and I would suggest people try them. Thanks Rob and TPD x

Amina H.

5/5

Highly recommend !! My initial conversation with Rob (company director) was very smooth, he was very patient, helpful and understood my needs. He then recommended Richard, who is a financial adviser/planner. Richard took his time to listen to our needs, situation and also recommended financial advice through a review.

Richard made the whole process easy and very clear, there was no confusion and we were given plenty of time to ask questions along the way. We felt confident and reassured through the whole time.

Excellent service from professional people.

Christine G.

5/5

I took advantage of their offer to provide a free consultation and I am so glad that I did. Richard is such a calming presence and was able to reassure me and give me the confidence I was sorely lacking when thinking about my financial future. I will be continuing my relationship with this company and look forward to their being a trusted partner as I head into the unknown of pensions and retirement. If you are hesitating, don't. I very much recommend them to you.

Ian G.

5/5

I have dealt with Tim Widdowson in the past regarding the consolidation of several personal pension plans and currently with Richard Webb regarding the financial aspects of my upcoming retirement and the pension options available to me and on each and every occasion we have spoken I have been treated with respect, have been given unbiased, helpful advice and guidance delivered in a professional and businesslike manner. It is apparent they have their clients best interests at heart. Would recommend TPD Wealth to anyone that needs professional financial advice, help and guidance.

Robert J.

5/5

I was recommended TPD by a friend who works in the financial sector and have not been disappointed. I needed to get my pension back on track and I have received friendly, knowledgeable and, most importantly, realistic advice. I have had poor performance from previous IFA's who have promised much but delivered little and gone missing once the regular payments were in place! TPD's straight forward, non-sugar coated approach is reassuring and exactly what I needed to get some realistic goals set for my pension.

Mira S.

5/5

We can't recommend Rob Angel enough. He has provided our family a wealth of help and expertise over these last few months. His advice and approach are very much personalised and tailored to our needs. I have no doubt this is his practice with all his clients. We look forward to working with Rob over many years and can unhesitatingly recommend both him and TPD