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.
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.
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!
Reply from TPD Wealth Management Ltd
2025.07.31
Thank you for your kind feedback! We're so pleased to hear you found the session valuable. If there's anything more we can assist with in the future, we're always here to help.
Very highly recommend! We used Paul Giddley as our mortgage advisor and the service was impeccable from start to finish. Thanks again!
Reply from TPD Wealth Management Ltd
2025.07.21
Hi Megan, thank you for your kind words! Great to hear you had a positive experience with Paul. If you need assistance in the future, we're here to help.
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.
Reply from TPD Wealth Management Ltd
2025.07.14
Hi Ralph, thank you for your kind review! We're so pleased to hear you found the consultation helpful and informative. Looking forward to our next catch-up!
We were unsure where to start, but Richards advice was excellent and has given us clear direction. His insights were incredibly valuable, and his recommendations have been instrumental in helping us. Everything was explained in a clear way which was easy to understand. Richard was also incredibly helpful and accommodating to our circumstances (working full time work with a child) when organising an appointment.
Reply from TPD Wealth Management Ltd
2025.07.02
Thank you so much for your kind words and thoughtful feedback, Claire! We're really pleased to hear you now feel confident and supported moving forward. It's always our goal to make the process feel straightforward and accessible — especially when life is already busy. Thanks again!
We visited TPD for retirement planning advice. We had a free 2 hour consultation with Richard. Richard took the time to listen and provided honest, easy to understand advice focused on some key actions we can take ourselves initially. There was absolutely no hard sell or requirement to sign up to expensive platforms. We came away feeling much clearer about our financial position. We wouldn't hesitate to recommend TPD and Richard, and indeed have already done so to friends.
Reply from TPD Wealth Management Ltd
2025.06.20
Hi Deborah, thank you for your kind words! I’m really glad the consultation helped you feel clearer and confident about your retirement planning. If you need anything else or have follow-up questions, don’t hesitate to get in touch.
We have used TPD for over 5 years and we have always received excellent advice and service. They regularly contact us to ensure that we are getting the best of help and advice.
Reply from TPD Wealth Management Ltd
2025.05.22
Hi Terry, thank you for your continued trust over the past five years. It’s rewarding to know our proactive approach makes a difference. Looking forward to many more years working together!
Tim (and the rest of TPD Wealth Management are great at finding the right product for you needs. I can't recommend them highly enough for their efforts in securing mine and my wife's long term financial future and for on going advice. Tim is also a great bloke and we love sharing stories about future plans. He also reassures us that whatever route we choose it is the best one for us.
Reply from TPD Wealth Management Ltd
2025.05.22
Hi Richard, thank you for your feedback! Helping clients feel confident about their financial future is exactly what we aim for, and it’s great to know Tim’s advice and reassurance have made a difference. We’re looking forward to supporting you both for many years to come. Thanks again!