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Why choose TLD Wealth Management?
About TLD Wealth Management
TLD Wealth Management Ltd are based in Stockport’s historic Three Shires Building in the heart of the town centre. We believe that each of our clients is unique, that’s why we don’t follow the “one-size-fits-all” approach to protection insurance. We provide individual solutions for each of our clients and stand by our pledge of “Insurance with Integrity”. With over 9000 plans in place since our humble beginning in 2015 we have arranged over £730million of insurance cover.​​
Committed to our
Insurance with Integrity
promise.
Advisers, not sellers
We are proud to call ourselves advisers, not sales people. All of TLD Wealths advisers are either qualified financial advisers, or qualified mortgage and protection advisers, their qualifications can be found on the FCA website, feel free to check them out. We work with the UKs leading insurers, which means we search the market place, so you don't have to.
Why we stand out from the crowd
As a compact "family run" firm of advisers we know each client isn't just a number. They all join the TLD family. Each client has a dedicated adviser who are always on hand when needed.​
This is our 6th year running as one of Stockport's "Three best rated!"
The Journey
1. After an initial consoltation your adviser will complete an in depth fact find with you.
2. Your adviser will provide you with tailored quotations and their recommendations.
3. An aplication is completed with you either on the phone, face to face in our office, or you can complete an application online in the comfort of your own home(Provider dependent).
4. Our team will deal with any doctors reports or outstanding information.
5. Once acceptance terms are offered your policy will be placed on risk.
6. Your documents will sent to you via email along with a trust document, however, trust documants can be completed online with the application with certain providers. You just need to ask your adviser.
Helping you, protect what matters most!
