Welcome

TRPP Wealth Management is a company of Independent Financial Advisers based in Romsey, Hampshire.

Although we are able to offer a comprehensive range of financial planning services to all age groups, our particular strength lies in acting for clients whose personal circumstances will benefit from our specialist knowledge and experience in pensions, investment and tax planning.  Clients are likely to fall into one of three categories:

• PREPARING FOR RETIREMENT
  Typically business owners of small to medium sized businesses planning for business succession and retirement, or senior executives in national or international companies.
• ALREADY IN RETIREMENT
  Individuals looking to obtain the income they need to support their lifestyle in the most tax-efficient way using existing pension plans and investments.  They may also be keen to reduce the eventual liability to inheritance tax (IHT) on their estate when they finally die.
• PROFESSIONAL INTRODUCTIONS
  Individuals introduced to us through Solicitors and Accountants, for advice in such areas as trustee responsibilities, matrimonial and divorce cases and planning for Long Term Care.

 

We hope you will find our website clear and informative.  However, it is not intended as a substitute for the personal service we provide to our clients.