Guidance for your most important decisions

Chartered financial planners in Romsey and Wimborne, offering specialist advice for retirement, investment and tax planning, and separating assets in divorce.

Expert advice in language you can understand

Investment and financial planning

Independent, whole-of-market advice to support your investment goals, focus on your needs and help you avoid any pitfalls.

Retirement planning

Make the most of your savings and secure a retirement you can look forward to, with specialist knowledge and guidance from TRPP.

Saving tax

Streamline your finances, capture all the benefits of allowances and plan to minimise inheritance tax so you never get caught out by unexpected tax charges.

Separating assets in divorce

Straightforward advice to give you certainty during the divorce process, and ensure your assets are dealt with fairly and cost-effectively.

“I lost confidence in my previous adviser because of lack of contact. From the first meeting everyone at TRPP gave me confidence that I had found the right fit. They were professional, friendly and knowledgeable and have provided advice which feels right for me.”

Mr T O

Experienced team

You’re in safe hands with us. Our team is made up of investment, retirement, tax planning and family law specialists, all committed to supporting you. 

Transparent pricing

We always provide a detailed quotation before starting any work, and we explain our costs in full, so you’ll never receive a bill from us out of the blue.

Shared knowledge

Visit our resources library for forms and information about costs, as well as guides on a range of personal finance topics, from protection and life assurance to passing on your wealth.

how it works

Achieve financial clarity in three simple steps

Make a call

Get in touch to arrange an initial conversation, at no cost to you, so we can listen to your needs, talk you through our services and answer any questions you have.

Get tailored services

Our next step is to gather more information about you so we can offer the best possible advice. With that in mind, we’ll provide you with an explanation of our services and a good idea of the costs.

Reach your goals

Whether it’s one-off advice or regular reviews to keep you on track, we’ll then deliver on what we’ve promised. And if you have any questions along the way, our expert advisers will be more than happy to answer them.

Managing your finances doesn’t have to be complicated

Let's see how we can help.