Tim Widdowson Dip Pfs Email & Phone Number

Stockport, England, United Kingdom

TPD Wealth Management Ltd are a group of Financial Advisers who offer advice on all areas of Financial Planning. They are a leading pension review specialist, we are currently conducting pension reviews for our clients and managing to save them money on charges being applied to those pensions. As a leading player in the UK review market we have managed to secure significant discounts with a leading pension provider in the UK meaning our pension reviews are more competitive and better… Show more TPD Wealth Management Ltd are a group of Financial Advisers who offer advice on all areas of Financial Planning. They are a leading pension review specialist, we are currently conducting pension reviews for our clients and managing to save them money on charges being applied to those pensions. As a leading player in the UK review market we have managed to secure significant discounts with a leading pension provider in the UK meaning our pension reviews are more competitive and better value than many of our counterparts. We have a number of different options and means of integrating seamlessly with your other business models and as such are always keen to speak to prospective business partners. Show less

Branch Based Bancassurance Financial Adviser. Advising and recommending in all aspects of financial planning including researching product suitability of Life, Pensions, Savings and investment products.Excellent understanding of the Financial Planning process and Twelve years experience and knowledge of financial services.Excellent report writing skills and strong technical knowledge. Excellent Compliance record achieving 100% compliant files.Compliance champion.Being… Show more Branch Based Bancassurance Financial Adviser. Advising and recommending in all aspects of financial planning including researching product suitability of Life, Pensions, Savings and investment products.Excellent understanding of the Financial Planning process and Twelve years experience and knowledge of financial services.Excellent report writing skills and strong technical knowledge. Excellent Compliance record achieving 100% compliant files.Compliance champion.Being first point of contact for financial managers, and regional managers for advice and guidance in file compliance and product suitability.Confident communicator at all levels. Able to plan and prioritise own workload and work with minimum supervision. Show less

Working closely with new starters, ensure all trainees are on target and have built strong retail relationships and are highly motivated. Initially checking all business written to confirm that all client fact finds include correct needs, objectives and recommendations made are suitable.Checking all correct information is within suitability letters and advising on areas for improvements, before completion of file.Later completing random file checks of business written, and advising… Show more Working closely with new starters, ensure all trainees are on target and have built strong retail relationships and are highly motivated. Initially checking all business written to confirm that all client fact finds include correct needs, objectives and recommendations made are suitable.Checking all correct information is within suitability letters and advising on areas for improvements, before completion of file.Later completing random file checks of business written, and advising of any remedial action to be taken, also identifying areas of further development. Show less

Branch Based Bancassurance Financial Adviser. Advising and recommending in all aspects of financial planning including Life, Pensions, Savings and Investment products. Meeting customer needs and objectives.First point of contact for customers who have multiple and complex needs.Completion of suitability letters for all customer contacts. Lap top based fact finds, with computer and paper based applications and files.

Education record

Education record