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Why choose us

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Choosing a Chartered Financial Adviser 

Unlike the many UK firms that offer restricted advice, TPO is an impartial unbiased and chartered financial advisory firm. We offer whole-of-market expertise and a range of investment options.

Our advice is independent, meaning that it is provided without a bias or affiliation with any specific providers, products, or services. 

In addition, we are proud to have been accredited with the Pension Transfer Gold Standard. This means that we adhere to a strict set of principles and that you can be confident that we have your best interests at heart when providing financial advice on a potential pension transfer.

One in thousands

Not sure who to turn to? Keep in mind that:

  • 87% of the 13,690 financial advisers in the UK are independent 1
  • Fewer than 6% of those independent advisers are chartered1
  • Many advisers are incentivised to take more risks with your money

 

Fair value and transparent

We aim to provide clients with fair value through the services we offer. We will only ever suggest clients engage us if we believe we can add value to their situation, and the fees for our services will be clearly communicated before any work takes place.

Established experts

We have been awarded Corporate Chartered Status by the Chartered Insurance Institute; a much sought-after accreditation in this industry which sets us apart from many other financial advisory firms. We were also named ‘Chartered Financial Planning Firm of the Year’ at the Personal Finance Society Awards 2022/23.

Tailored to your needs

Our approach is flexible and shaped by individual needs; because no two clients are the same, we adapt our advice and service to suit your personal requirements.

Adaptable

Life changes and events happen. We work together with clients to ensure financial planning strategies remain appropriate, through monitoring their effectiveness against changing circumstances, legislation, markets and economies.

Independent

We provide a fully independent advice service; having assessed both needs and circumstances we will make a personal recommendation based on a sufficiently diverse, comprehensive, fair and unbiased analysis of the relevant market.

Trusted

Dealing with finances can be stressful, and you need someone you can count on. All of our Financial Advisers appear on the Financial Conduct Authority register, meaning that we are who we say we are. Data security is also a priority for us, and the TPO Wealth portal ensures that your data is stored and shared securely.

Contact us today

 

See what our clients say about us

Award-winning, Chartered, Independent financial planning firm

As a Chartered Independent advice firm, we are committed to professional standards and putting our clients first.

In addition to our Chartered status, we are also Pension Transfer Gold Standard Specialists and Society of Trust & Estate Practitioners (STEP) accredited Trust & Estate Practitioners.

Get in touch with us to find out how our team may be able to help you.

Arrange your free initial consultation

A track record of proven expertise and excellent service
A track record of proven expertise and excellent service

Our accreditations and industry awards are a testament to the hard work and dedication of our teams to provide the best service possible.