Skip to main content
TPO Premium
Whether you are still building up your wealth, moving into your retirement years or looking for assistance to preserve your wealth for future generations, our Premium services can deliver a solution tailored to your individual needs.
Our Premium service is comprehensive and will provide a financial plan at outset which is then refreshed each year to ensure that you are on track to achieve your financial goals, only taking as much risk as is necessary to achieve success.
The Premium service is designed primarily for UK resident investors who want a professionally managed financial plan which can adapt to meet changing objectives and goals as you progress through life. This service will typically suit investors with investable assets of at least £250,000.
Arrange a free initial consultation
We are committed to helping all of our clients create, sustain, protect and grow wealth for them and their families.
To ensure we are a good fit for your needs, please provide your details below and we will contact you to ask a few simple questions.
See what our clients think of our services
Our financial planning, wealth management, and investment services
We offer tailored wealth management and financial planning services to ensure a secure and comfortable financial future for you, your family, or your business.
Many of our TPO Premium clients come to us looking for a wide range of services, including:
- Personal financial planning
- Structural financial planning
- Investment portfolio management
- UK & specialist pension planning
- Tax, estate and inheritance tax (IHT) planning
- Legacy and succession planning
- Long-term care planning
- Expert / professional witness cases
- Clinical negligence / catastrophic personal injury planning
- Corporate financial planning
- Entrepreneurial planning
- Media, music, & entertainment solutions
- Alternative and esoteric investment advice
- Charity investment management
Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice. Investment returns are not guaranteed, and you may get back less than you originally invested.
Meet our expert team
People list
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.
Our ongoing services
Whether you are taking your first financial footsteps or looking for support and guidance with your existing wealth, we have services to meet your needs.
TPO Direct is a digital-based service designed for people typically aged 25 and over with at least £50,000 to invest, looking for simple financial advice.
This service will typically suit investors with investable assets of at least £250,000, who are looking for a professionally managed financial plan.
Typically clients seeking this service will have liquid assets of more than £7.5 million and/or a lifestyle requiring £250,000 of capital or income per annum.