TPD Wealth Management Ltd

TPD Wealth Management Ltd Whatever the future brings, we'll strive to produce tailored solutions as individual as you are.

We offer free of charge Pension Reviews to help people potentially boost their income in retirement. This will look at the effect of pension charges on your funds, and see if you can benefit from transferring to a more competitively charged pension.

53% of first-time buyers applied for a joint mortgage, according to an article in Estate Agent Today.Buying a home and t...
03/07/2026

53% of first-time buyers applied for a joint mortgage, according to an article in Estate Agent Today.

Buying a home and taking out a mortgage are large financial commitments, so taking some time to set out how this will work could be crucial.

Whoever you intend to buy with, click the link below to discover 5 questions that could provide a useful starting point for important financial conversations.

https://tpdwealth.co.uk/5-important-questions-to-answer-if-youre-jointly-buying-a-home/

7 key numbers you should check before your mortgage deal expires:1. Your credit score2. Your loan-to-value ratio3. The c...
01/07/2026

7 key numbers you should check before your mortgage deal expires:

1. Your credit score
2. Your loan-to-value ratio
3. The current value of your home
4. The outstanding mortgage balance
5. Your current lender’s standard variable rate
6. The interest on your existing mortgage deal
7. The number of years on your mortgage term

Read our blog, linked below, to find out more.

https://tpdwealth.co.uk/7-key-numbers-you-should-check-before-your-mortgage-deal-expires/

Inheritance Tax is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax l...
29/06/2026

Inheritance Tax is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability.

As your estate grows, a larger portion could exceed the nil-rate band and become subject to Inheritance Tax.

What's more, once your estate reaches £2 million, your tax-efficient allowance can start to reduce, exposing more of your wealth to Inheritance Tax.

Read our blog, linked below, to learn how the value of your estate could affect the amount you can leave behind tax-efficiently.

https://tpdwealth.co.uk/how-the-value-of-your-estate-affects-a-key-inheritance-tax-allowance/

Building wealth without a financial plan may be like searching for a destination without a map.You might miss the most e...
26/06/2026

Building wealth without a financial plan may be like searching for a destination without a map.

You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether.

A tailored financial plan could be essential for helping you reach your goals. Speak to us or read our blog, linked below, to learn 5 reasons why.

https://tpdwealth.co.uk/wealth-v-strategy-why-a-financial-plan-is-essential/

Is uncertainty discouraging you from investing?According to an article from Financial Planning Today, 23% of Brits are m...
22/06/2026

Is uncertainty discouraging you from investing?

According to an article from Financial Planning Today, 23% of Brits are more likely to choose a cash account over an investment account than they were previously, due to political and economic uncertainty.

However, this could be harming your ability to reach your long-term goals.

To discover how you could overcome your fear of investment uncertainty, click the link below.

https://tpdwealth.co.uk/5-tips-for-overcoming-the-fear-of-investment-uncertainty/

5 important questions to answer if you're jointly buying a home:1. How will you split the deposit?2. What type of owners...
19/06/2026

5 important questions to answer if you're jointly buying a home:

1. How will you split the deposit?
2. What type of ownership suits your needs?
3. Should you get a cohabitation agreement?
4. Who will be responsible for the mortgage repayments?
5. Is there anything in your financial history that might affect your mortgage application?

Read our blog, linked below, to find out more.

https://tpdwealth.co.uk/5-important-questions-to-answer-if-youre-jointly-buying-a-home/

Could your business be £42,000 better off every year?New research from Insignis found that the average UK business holds...
16/06/2026

Could your business be £42,000 better off every year?

New research from Insignis found that the average UK business holds £2.21 million in cash — and earns just 1.61% on it. Competitive rates of 3.5% and above are readily available, but most businesses have never reviewed their cash or don't know where to start.

That gap in interest costs the average business around £42,000 a year. For some larger businesses it's considerably more.

We help business owners across Stockport and Greater Manchester look at the full financial picture — including whether their cash reserves are earning what they should be.

If you'd like a chat about your business finances, give us a call on 0161 940 0176 or send us a message. No obligation.

Read the full report on our website:https://tpdwealth.co.uk/wp-content/uploads/2026/06/The-Big-Cash-Blind-Spot-by-Insignis.pdf

Address

30 Great Underbank
Stockport
SK11NB

Opening Hours

Monday 9:30am - 6:30pm
Tuesday 9:30am - 6:30pm
Wednesday 9:30am - 6:30pm
Thursday 9:30am - 6:30pm
Friday 9:30am - 3:30pm

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