If you're looking for professional, friendly advice to help you get your finances in shape, you're in the right place. Based in Romsey and Wimborne, we are Chartered Financial Planners. This is industry's gold standard granted to just a small number of firms based on service, integrity and quality.
We specialise in providing pensions and investment advice to individuals and businesses. You may have come to us because we were recommended by a friend, or by one of the solicitor or accountancy firms we work with. Whether you're preparing for retirement, wanting to make the most of investing a lump sum or planning how to pass on your hard-earned savings, we can help your money work for you and avoid costly tax mistakes.
We specialise in providing pensions and investment advice to individuals and businesses. You may have come to us because we were recommended by a friend, or by one of the solicitor or accountancy firms we work with. Whether you're preparing for retirement, wanting to make the most of investing a lump sum or planning how to pass on your hard-earned savings, we can help your money work for you and avoid costly tax mistakes.
Services
Each member of the TRPP team is experienced, approachable and highly-qualified. All our advisers are Certified or Chartered Financial Planners, and have at least 20 years' industry experience. Over many years we have gained experience of clients at all stages of their business and personal lives.
This breadth of experience means that we can genuinely claim to offer 'lifestyle' planning, and we often find that clients contact us as a sounding board on a variety of subjects.Our advisers, who are all directors at the firm, are assisted by a dedicated office-based support team. Whenever you drop us a line or pick up the phone, you can be sure of dealing with somebody professional, friendly and helpful.
This breadth of experience means that we can genuinely claim to offer 'lifestyle' planning, and we often find that clients contact us as a sounding board on a variety of subjects.Our advisers, who are all directors at the firm, are assisted by a dedicated office-based support team. Whenever you drop us a line or pick up the phone, you can be sure of dealing with somebody professional, friendly and helpful.
At TRPP, all of our advice is entirely independent and we review options from the whole of the financial market to find the right solution for you. If you're wondering whether we can help, please do get in touch for an initial no-obligation meeting at our expense. Whatever you need our help with, we always start with a friendly conversation about your current circumstances and why you're seeking our advice.
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