TPD Wealth Management Ltd - Stockport

Address: 30 Great Underbank, Stockport SK1 1NB, United Kingdom.
Phone: 1619400176.
Website: tpdwealth.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 75 reviews on Google My Business.
Average opinion: 4.9/5.

Location of TPD Wealth Management Ltd

TPD Wealth Management Ltd is a financial planning firm located at Address: 30 Great Underbank, Stockport SK1 1NB, United Kingdom. They can be reached at Phone: 1619400176 or through their website: tpdwealth.co.uk.

This company specializes in Financial planning, providing a range of services tailored to meet the unique needs of each client. With a focus on building long-term relationships, TPD Wealth Management Ltd takes a holistic approach to financial planning, helping clients to achieve their financial goals and secure their future.

TPD Wealth Management Ltd offers a number of convenient features, including Online appointments, Onsite services, and a Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom. The company also has a restroom available for all clients to use. An Appointment is required to ensure that each client receives the personalized attention they deserve.

One of the key strengths of TPD Wealth Management Ltd is their commitment to providing exceptional customer service. They have received 75 reviews on Google My Business, with an impressive Average opinion: 4.9/5. This is a testament to the company's dedication to meeting the needs of each and every client.

If you are looking for a financial planning firm that truly cares about your financial future, look no further than TPD Wealth Management Ltd. With a convenient location, a wide range of services, and a proven track record of success, they are an excellent choice for anyone in need of financial planning services.

Reviews of TPD Wealth Management Ltd

TPD Wealth Management Ltd - Stockport
Jennifer White
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

TPD Wealth Management Ltd - Stockport
Amina Haq
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.

TPD Wealth Management Ltd - Stockport
Christine Greenhalgh
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.

TPD Wealth Management Ltd - Stockport
Ian Godfrey
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.

TPD Wealth Management Ltd - Stockport
John Hampson
5/5

TPD was fantastic in helping us find a great deal on our mortgage, Ajaz and Joanne were on hand to help with any queries we had. I can highly recommend this company to help you find your mortgage.

TPD Wealth Management Ltd - Stockport
Paul Forrester
5/5

Had my annual pension review today and was given excellent expert advice from Richard. He reassured me that they were looking after my interests.

TPD Wealth Management Ltd - Stockport
Robert Judd
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.

TPD Wealth Management Ltd - Stockport
Adam W
5/5

Fantastic service from Rob and the team. Nothing is too much trouble and Rob kept us updated at every step of the way. He made the whole process easy and hassle free by taking on the management of existing policies and creating new ones where needed. I wouldn't hesitate in recommending TPD to anyone.

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