20 reviews | 2 verified advisers
Review for Rob Angel
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
I had some money that I wanted to make “work for me” in many different areas
How has Rob helped you?
Rob has been amazing in all aspects He has gone over and above what we needed of him in terms of everything
Have you seen the outcome you were hoping for?
Yes
Review for Richard Webb
What could they have done better?
I don’t believe any better service could be it was first class simple and straightforward advice
What were the circumstances that caused you to initially look for a financial adviser?
To organise my pensions and pot
How has Richard helped you?
Highly recommend I went regarding pension help and was really impressed with the clarity of advice and help I received it’s really first class
Have you seen the outcome you were hoping for?
Yes I have very happy
Review for Richard Webb
What were the circumstances that caused you to initially look for a financial adviser?
Looking to best usa my pension.
How has Richard helped you?
First time in a long time that i got financial advice, i decided to go to TPD, I met Richard who was very patient with me, im an absolute no risk client so probably very limited with my options, but Richard guided me through various options, indeed in my first year, i had a near 10% return on my investment, i wish i had done this years ago ( never heard that before) all in all, glad i took Richard's advice, i would gladly recommend TPD WEALTH to anyone, only advice i could offer is.....don't leave it to late.
Have you seen the outcome you were hoping for?
Only been a year since my investment, but very happy with first year return.
Review for Rob Angel
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Cash to invest
How has Rob helped you?
We found Rob to be incredibly patient, taking everything at our pace and never once coming across as pushy or salesy. He’s always available for a chat and was amazingly flexible around our frankly ridiculous work schedule. At 54, I’ve finally found someone I genuinely feel I can trust with financial advice. Highly recommended.
Have you seen the outcome you were hoping for?
Yes
Review for Rob Angel
What could they have done better?
Difficult to find anything that could be done better at this time.
What were the circumstances that caused you to initially look for a financial adviser?
Feasibility study to find out if retirment or semi retirement was possible at that time, and to plan future finances to enable it to happen.
How has Rob helped you?
We have found TPD to be a great company to work with, to plan our current situation to achieve our future financial goals . The financial advice has been solid and balanced. The communication from all the staff continues to be second to none and the service provided has been bespoke to our personal needs. Rob was just fantastic. He created a map to put our finances on track, saved us from tripping over expensive tax pitfalls and has given us the confidence to move to the next level in achieving our financial goals. It's been like working with an old friend. Thanks to all at TPD.
Have you seen the outcome you were hoping for?
Yes
