TPD Wealth Management Ltd. is an independent financial planning firm in Stockport. They are proud to be a member of an exclusive group of Chartered Financial Planners. Tim Widdowson, Rob Angel & Jon Turner are advisers and directors of TPD Wealth. Tim has been working as a financial adviser for over twenty-one years. He enjoys helping individuals from all walks of life with their personal financial planning needs and goals. Rob Angel has over 25 years of experience and is a Chartered Financial adviser. He specialises in giving financial advice to business owners. Jon has worked in financial services for over 20 years and is TPD Wealth’s mortgage expert. TPD Wealth Management Ltd offers bespoke guidance across all aspects of financial planning. Their team of financial planners possesses a wealth of experience in addressing clients with diverse financial goals. They boast a wide array of qualifications and expertise in various areas of financial advice. Additionally, they are backed by a dedicated support team wholeheartedly committed to delivering outstanding service to their clients. When it comes to financial planning, they leave no stone unturned. They diligently explore all available financial planning options to ensure that their client's needs are met comprehensively. Their extensive track record demonstrates a history of assisting clients in generating and safeguarding their wealth through tailor-made financial planning solutions. Advisers are available to speak to by appointment; initial consultations are no fee, no commitment.
UNIQUE FACTS:
• Protection Quote.
• Offer Bespoke Guidance.
• Provide High-quality Financial Advice.
3 Best Financial Services in Stockport, UK
Expert recommended Top 3 Financial Services in Stockport, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
TPD WEALTH MANAGEMENT LTD. REVIEWS
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.
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.
Just so say a huge thanks to Richard Webb for his recent invaluable advice. He was certious and professional throughout our phone conversation. Thanks to everyone at TPD for your ongoing support.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Claritas Wealth Management Ltd is an independent financial planning firm that provides life-changing financial advice and top-notch investment solutions. Tim Walsham and Anna Walsham serve as directors at Claritas Wealth Management Ltd. Their investment process is grounded in the most up-to-date evidence and infused with common sense. The team at Claritas Wealth Management Ltd adheres to a financial planning approach that encompasses six essential steps: discovery, analysis, planning, implementation, monitoring, and repetition. They ensure that managing your wealth aligns with the life you aspire to lead, guaranteeing that the right amount of funds is available when needed. Their client portal serves as a valuable tool for consolidating all your financial information in one place, and their routine financial reviews provide a welcoming opportunity to discuss your financial well-being and ensure that everything is progressing as intended. Claritas Wealth Management Ltd is dedicated to helping you attain your financial objectives and maintaining continuous oversight of your financial affairs.
UNIQUE FACTS:
• Straightforward, Competent & Friendly Team Members.
• Regular Planning Meetings and Investment Reviews.
• Valuable Monthly Newsletters.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CLARITAS WEALTH MANAGEMENT LTD REVIEWS
I have found the service that Claritas provide very helpful. It prompted my wife and i to jointly sit down with the team and really think about what we wanted in our retirement, which we both found beneficial. We like the way Tim and the team focus on lifestyle and then look at the finances to decide if it is feasible. I can manage our spending on an annual basis, but long term Claritas provide me with the confidence i need to enjoy retirement.
Fantastically helpful, friendly, very quick to respond, and they really take away the confusion surrounding investments, pensions etc. We genuinely feel that we are in safe hands with Claritas, and that they have our best interests at heart. My only regret is we did not work with them sooner. We cannot recommend them highly enough. Thank you Tim, Krish and the rest of the team.
I came to Claritas as Tim had been recommended to me. I have appreciated the regular investment reviews when things are carefully and patiently explained. Also that I am treated as a whole person and not just a client! The company help me to stay calm in turbulent times.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.
Cheshire Financial Advice Limited is an independent financial advisory firm established with the primary goal of instilling financial peace of mind in their clients. They specialize in providing independent financial advice across a broad spectrum of financial planning needs, including but not limited to mortgage and protection advice, final salary pension transfers, and various other aspects of financial planning. Their approach to financial advice is all-encompassing, and they collaborate with you to craft a personalized and tailored plan designed to meet your specific requirements. Their guidance and recommendations are offered transparently, providing you with the assurance that your plan is well-aligned with your objectives. They take pride in their deep understanding of their clients, their families, or their businesses, enabling them to deliver fully customized and tailored recommendations that facilitate achieving their financial goals. Their services can be accessed through in-person meetings or remote consultations, ensuring flexibility and convenience for their clients.
UNIQUE FACTS:
• Free No-obligation Initial Consultation.
• Fully Tailored Solution.
• Offer Advice Throughout The Uk.
Speciality:
Contact:
Working Hours:
Fri: 9am - 5:30pm
Sat: 9am - 1pm
Sun: Closed
TBR® Inspection Report:
CHESHIRE FINANCIAL ADVICE LIMITED REVIEWS
I contacted many Financial Advisors regarding the transfer of my pension and I can confidently say that Michael Hoskins at Cheshire Financial Advice was the only one that filled me with confidence, he was honest and transparent throughout the whole process. I have just had my first annual review and the amount of care and attention that Michael provided was second to none, in the meeting he ensured that I understood the information he was sharing and what the future holds for me. Yes, I walked away from that meeting very happy. Thank you Michael and Cheshire Financial Advice, your services are much appreciated. This company is highly recommended!
Mike, Kirsty and Jess were professional, thorough and efficient with providing advice and walking me through the mortgage process for buying my first home. From my initial contact to a mortgage was less than 2 weeks. I highly recommend their services - particularly the online platform for uploading documents.
I have received fantastic and extremely thorough advice from Michael Hoskins regarding the transfer of my pension. Great care and attention to detail during the whole process of such a large amount of funds. I would definitely recommend and trust him with my finances. Thank you.
Help others: Click Here to send review or send us your review to reviews@threebestrated.co.uk. Negative and positive review will be used for rating. Make a difference.