FINANCIAL

Wealth Management

Your house is only one piece of your broader financial profile. Planning for the future may sound tricky, but we work closely with an independent financial advisor who is able to help make sure that your money is invested in safely.

Whether you’re looking for advice on investments, long term savings planning, retirement planning or financial planning for business.

We are unable to provide you with advice on wealth management. However, we can introduce you to an authorised and regulated Financial Adviser who can provide you with specialist advice.

Wealth management services are referred to a third party. Neither TR Financial Ltd nor PRIMIS are responsible for the service received.

Click here for a free consultation with one of our advisors >

"We are first time buyers and Sam led us gently through the process of finding a suitable mortgage and understanding the different terminology and processes. I am a PhD student and this added an extra layer of challenge but we have ended up with a mortgage we are really happy with. He was always very quick to respond, informative, helpful and supportive."

"Gideon was absolutely brilliant! Our mortgage request hasn't been the easiest journey but he never left us, kept chasing for us and kept being very responsive all along. As first time buyers, Gideon was incredibly patient and made our experience as smooth as humanly possible. We definitely recommend TR Financial for their extreme politeness, competence and professionalism."

"Great service from TR Financial. I would definitely recommend them to any one looking for a Mortgage. My recent Mortgage went through without any issues. Thanks TR Financial. A very happy client. I Griffin Camberley, Surrey."

"Gideon and Sam have provided a first rate service and I can't recommend them highly enough. I have been dealing mostly with Gideon and he is incredibly thorough and and has been an absolute pleasure to work with. No matter how many questions I have brought to him, he always gets back to me quickly and has kept me in the loop throughout the whole of the mortgage process."

"TR Financial are the best at what they do because they’re knowledgeable we, patient and affordable. These factors are key when getting financial guidance or assistance. Gideon is professional and personable making sure everything runs smooth and is happy to answer any questions along the way. I’d recommend them and I’d use them again in future hopefully. Thank you!"