How we work

The relationship between client and financial adviser is a very personal one, and we would normally offer to hold a free initial consultation,for us to meet,explain how we work, and to discuss your personal situation.

If you decide to become a client of the firm,we will obtain detailed information of your current financial situation and the amount of risk you are prepared to accept. We will then provide advice and recommendations with regards to the matter in hand. We will, at this stage, also set out the options for the payment of our services.

We can give you professional advice about where your financial arrangements are already sound, and where they are inadequate (or not covered at all). We will also help you to prioritise your needs.

All our proposals explain why we consider our recommendations are appropriate for you, how they meet your needs, and what the costs will be.

Sometimes there may be only a need for a one-off piece of advice. Where there is longer term advice being provided, involving investments or pension planning, we will also agree with you the basis of our review service.

As a client of TRPP Wealth Management, we want to become your primary source of professional advice. We have strong relationships with other professionals, such as Solicitors and Accountants, to whom we can refer you if you need advice which we are not able to provide.