Andrew Snowdon is a chartered and certified financial planner and has been advising private clients for over thirty years on all aspects of their finances, insurances and pensions. All advice andrecommendations are made by Andrew personally and clients have access to him directly. Andrew visits clients in their own homes where they will feel more comfortable and have all their records and papers to hand. We work alongside existing advisers including solicitors, accountants and stockbrokers.
We provide expert investment and financial planning advice that will help you to take control of your finances. Whether this is the first time you have thought about financial planning, nearingretirement or already retired, we will work with you to help you to organise, grow and preserve your wealth. You and your family are at the heart of everything that we do and we are here to provide you with peace of mind at whatever life stage you may be.
The Finance Surgery exists to offer you the most attractive terms whether your requirements are for residential, investment, commercial or development finance. The service we provide is discreet andpersonal. Tailored to fit your circumstances. Remember - mortgages are personal to you, your circumstances, your lifestyle and your budget.
We also offer an ongoing service whereby we regularly review your plans to ensure they remain on track and continue to meet with changing needs and life goals. And, being independent financialadvisers, you can rest assured that we're working on your behalf to find the best product solution, from right across the market.
We believe that active management of your portfolio of funds can create wealth, but it is just as important to protect your wealth. Planning for your future financial independence relies on selectingthe right type of investments and balancing the risks you are comfortable with alongside the potential returns. Every investor is unique so a one-size-fits all approach just doesn't work, as there isn't a single investment strategy that will work for everyone.
As an Independent Chartered Financial Planning firm, our specialist team are dedicated to creating and managing our clients' wealth. We combine detailed financial knowledge and understanding, with apassion for helping realise clients' dreams and aspirations.
Each member of the TRPP team is experienced, approachable and highly-qualified. All our advisers are Certified or Chartered Financial Planners, and have at least 20 years' industry experience. Overmany years we have gained experience of clients at all stages of their business and personal lives. This breadth of experience means that we can genuinely claim to offer 'lifestyle' planning, and we often find that clients contact us as a sounding board on a variety of subjects.
Radical changes to pensions have been proposed for 2015, relecting the government's vision for a more flexible regime, giving people more choice, control and responsibility over how they access theirpension savings. Nothing is set in stone yet but we will keep you informed of these exciting developments.
Whether you have a small amount to invest on a monthly basis or a large capital lump sum to invest, you have access to some of the UK's top investment managers. Some of these investment managers areonly normally available to large institutional investors, but because we are part of the CAERUS Capital Group, our scale enables us to work with these investment managers to create funds on behalf of the average investor.
We are a long established and professionally respected firm specialising in financial planning and wealth management services for private clients and trusts. Managing Director Anthony Harding was for12 years a Director of the Institute of Financial Planning is currently Deputy Chairman of the Investment Funds Association and a member of TISA. He occasionally contributes to the financial press.