Trust Will Plan Ltd T/A Total Wealth Planning

Restricted - Whole of Market  Total Wealth Planning, Surrey, RH2 9NG
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FCA authorised
Last authorised 17th January 2022
We will take the time to get to know you and understand your specific requirements, offering quality and trustworthy financial
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Meet our advisers
MR Stuart Budgen
Managing Director
MR Neil Howchin
Financial Planner
MR Andrew Howarth
Financial Planner
MR Martin Harvey
Head of Financial Planning
About us

Our philosophy and ethos is based on developing long-term relationships with our clients by providing professional, impartial advice and investment management services to both private clients and businesses. We ensure that all our consultants are highly skilled, qualified, and up-to-date with market opportunities, legislation changes and developments. We provide financial planning solutions that are advice-led, not product-driven, therefore providing our clients with a bespoke service.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Total Wealth Planning, Reigate Hill House, 28 Reigate Hill, Surrey, CB1 0AU

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