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TPO Premium
Whether you are still building up your wealth, moving into your retirement years or looking for assistance to preserve your wealth for future generations, our Premium services can deliver a solution tailored to your individual needs.
Our Premium service is comprehensive and will provide a financial plan at outset which is then refreshed each year to ensure that you are on track to achieve your financial goals, only taking as much risk as is necessary to achieve success.
The Premium service is designed primarily for UK resident investors who want a professionally managed financial plan which can adapt to meet changing objectives and goals as you progress through life. This service will typically suit investors with investable assets of at least £250,000.
Our relationship step by step
We are committed to helping all of our clients create, sustain, protect and grow their wealth.
Discovery
A short phone call with some simple questions to check we're a good fit for each other, followed by an initial discovery meeting to understand your wants and needs completely - all held without charge or obligation. We will propose a scope of work outlining the costs of engaging us.
Analysis and recommendations
If you're happy with our proposals, we will then conduct our research and/or review any existing arrangements where applicable. We will arrange a meeting to present our recommendations to you and agree next steps.
Welcome and review
Once your advice is implemented, we will arrange a 'Welcome meeting' to ensure you fully understand how the advice has been implemented and your Adviser will show you the features and functionality of your TPO Wealth portal. Review meetings will be scheduled at least annually to keep track of your progress, but your Adviser is available throughout the year if you have any questions or need any help.
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See what our clients think of our services
Our financial planning, wealth management, and investment services
We offer tailored wealth management and financial planning services to ensure a secure and comfortable financial future for you, your family, or your business.
Many of our TPO Premium clients come to us looking for a wide range of services, including:
- Personal financial planning
- Structural financial planning
- Investment portfolio management
- UK & specialist pension planning
- Tax, estate and inheritance tax (IHT) planning
- Legacy and succession planning
- Long-term care planning
- Expert / professional witness cases
- Clinical negligence / catastrophic personal injury planning
- Corporate financial planning
- Entrepreneurial planning
- Media, music, & entertainment solutions
- Alternative and esoteric investment advice
- Charity investment management
Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice. Investment returns are not guaranteed, and you may get back less than you originally invested.
Meet our expert team
People list
Dan Alder
Senior Financial Adviser - Chartered Financial Planner, APFS
Dan is a Chartered Financial Planner, working from our Bath office and supporting clients across the South. He empowers clients to make informed and confident decisions about the present, their longer-term futures and helping the next generation.
Grace Whalley
Financial Adviser - Chartered Financial Planner, FPFS
Grace is a Financial Adviser and Fellow of the Personal Finance Society. She takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
David Dodgson
Partner - Chartered Financial Planner, FPFS
David is an experienced adviser and a Fellow of the Personal Finance Society (PFS), supporting his clients with their financial needs. His primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.
Our ongoing services
Whether you are taking your first financial footsteps or looking for support and guidance with your existing wealth, we have services to meet your needs.
TPO Direct is a digital-based service designed for people typically aged 25 and over with at least £50,000 to invest, looking for simple financial advice.
This service will typically suit investors with investable assets of at least £250,000, who are looking for a professionally managed financial plan.
Typically clients seeking this service will have liquid assets of more than £7.5 million and/or a lifestyle requiring £250,000 of capital or income per annum.