TPD Wealth Management Ltd.

𝗔𝗻𝗼𝘁𝗵𝗲𝗿 𝗦𝗮𝘁𝗶𝘀𝗳𝗶𝗲𝗱 𝗖𝗹𝗶𝗲𝗻𝘁! Clear and tailored pension advice can make all the difference when it comes to understanding your options and securing your financial future. This client’s journey showcases the importance of having expert guidance to navigate complex topics like fees, investments, and legacy planning. If you’re looking for professional advice that empowers you to make informed decisions, we’re here to help. Start your journey to clarity and peace of mind today. _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #clientfeedback #clientreview

𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝘂𝗽𝗱𝗮𝘁𝗲: 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰  In November, US citizens voted for their next President, and it affected investment markets around the world. Find out what else may have led to market volatility and impacted the performance of your investments – click the LINK IN THE COMMENTS 👇 _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #investment #investmentupdate #investmentadvice

🎄 🎅 It’s beginning to look a lot like Christmas at TPD Wealth! 🎅 🎄 Our team got into the festive spirit for Christmas Jumper Day, rocking their best (and maybe most outrageous!) Christmas jumpers. But it’s more than just good fun—we’re proud to support Save the Children International UK in their mission to help children facing challenges like war, hunger, and poverty. Which jumper gets your vote for the best look? Let us know below! _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #ChristmasJumperDay #Christmas2024 #SaveTheChildren

𝗧𝗵𝗲 𝘃𝗼𝗶𝗰𝗲 𝗰𝗹𝗼𝗻𝗶𝗻𝗴 𝗔𝗜 𝘀𝗰𝗮𝗺 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗮𝘄𝗮𝗿𝗲 𝗼𝗳 Artificial intelligence (AI) is giving scammers new ways to try and dupe you. With almost half of Brits saying they’ve never heard of voice cloning scams, millions could be tricked into handing over money or sensitive information. 👇 Click the LINK IN THE COMMENTS to discover what you need to know and how to protect yourself 👇 If you’re approached with a financial opportunity and aren’t sure if it’s a scam—whether by email, phone, social media, or another method—reach out to us for guidance. We can help you spot red flags you may have missed or give you the confidence to dismiss suspicious messages. For added support, you can also report scams or find more information through ActionFraud. _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #AI #scam #ScamAwareness #StaySafe

𝟭𝟬 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘁𝗮𝘀𝗸𝘀 𝘁𝗼 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿 𝘁𝗼 𝗵𝗲𝗮𝗱 𝗶𝗻𝘁𝗼 𝟮𝟬𝟮𝟱 𝗳𝗲𝗲𝗹𝗶𝗻𝗴 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 The end of the year is the perfect time to tick off some of the financial tasks you might have been putting off. Completing these 10 jobs could help you start 2025 feeling confident about your finances – https://lnkd.in/d4bjRUzQ Take control of your financial future – contact us today to book your financial review and start planning with confidence!  _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #financialplanning #financialfreedom

𝗖𝗼𝘂𝗹𝗱 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻 𝗴𝗶𝘃𝗲 𝘆𝗼𝘂 𝘁𝗵𝗲 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝘁𝗼 𝗿𝗲𝘁𝗶𝗿𝗲 𝘀𝗼𝗼𝗻𝗲𝗿 Taking the plunge and retiring can be daunting. After all, it could represent a huge change to your lifestyle. If nerves are holding you back, setting out your retirement goals as part of your financial plan could give you the confidence boost you need – https://lnkd.in/ddT6Mb_W If you’re thinking about retirement and could benefit from a confidence boost, we’re here to help.  _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #financialplanning #retirementplanning

𝗪𝗵𝘆 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗿𝗲𝗺𝗮𝗶𝗻 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻 The rate of inflation has stabilised and is near the Bank of England’s 2% target. Yet, inflation solutions are still likely to be an important part of your long-term financial plan and overlooking it could mean you face a shortfall - https://lnkd.in/d2iPXkTw If you’d like to review your financial plan and understand how inflation might affect your outgoings, we could help. Contact us today!  _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #inflation #financialplanning

𝗖𝗹𝗶𝗺𝗯𝗶𝗻𝗴 𝗮𝗻𝗻𝘂𝗶𝘁𝘆 𝗿𝗮𝘁𝗲𝘀 𝗰𝗼𝘂𝗹𝗱 𝗯𝗼𝗼𝘀𝘁 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 Statistics suggest average annuity rates for a healthy 65-year-old have surpassed 7%. If you’d like to create a guaranteed income in retirement, rising rates may help your money go further – https://lnkd.in/dnTfJchC Contact us today if you have questions about annuities or would like to arrange a meeting to talk about your retirement plan. _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #annuityrates #annuity #retirementplanning

We're thrilled to share our Consumer Duty results! Your feedback is invaluable to us and we're proud to say that our clients are overwhelmingly satisfied with our services. Thank you for your continued trust in TPD Wealth Management. Your satisfaction is our top priority. _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #consumerduty #clientfeedback #clientreview

𝟮 𝗸𝗲𝘆 𝗕𝘂𝗱𝗴𝗲𝘁 𝗮𝗻𝗻𝗼𝘂𝗻𝗰𝗲𝗺𝗲𝗻𝘁𝘀 𝘁𝗵𝗮𝘁 𝗺𝗮𝘆 𝗮𝗳𝗳𝗲𝗰𝘁 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻 The Autumn Budget included some key changes that might affect your financial plan. Discover what the announcements about Capital Gains Tax and Inheritance Tax could mean for you – https://lnkd.in/dPEEAUQa If you’d like to discuss how the Autumn Budget could affect your finances and how you might keep your plans on track, please get in touch. _____ TPD Wealth Management Ltd. | Chartered Financial Planners based in Stockport #TPDWealth #autumnbudget #budget2024 #financialplanning