Business Details
At tba Wealth Management, we believe that good financial planning is about more than numbers, as it is truly about understanding what matters to you. As an independent, Financial Conduct Authority-regulated firm based in Surrey, we provide bespoke financial advice that aligns with your goals, values, and aspirations. With decades of combined experience, our advisors deliver clear, professional guidance across every stage of life and business. We take the time to listen and to build lasting relationships founded on trust, discretion, and a genuine commitment to your financial wellbeing. Our areas of expertise include building strategies to grow and preserve your wealth, helping you plan confidently for the future you envision, and safeguarding what is most important to you.
Whether you are preparing for retirement, managing family wealth, or seeking direction in a complex financial landscape, our aim is to provide clarity, confidence, and peace of mind. Every recommendation we make is tailored to you, independent, unbiased, and designed to achieve lasting results. We are proud that our Independent Financial Advisor, Martin Card, has been recognised as a Top Adviser by VouchedFor. This award reflects our continued commitment to excellence, integrity, and client care. We are dedicated to ensuring you receive the highest standard of professional service.
Whether you are preparing for retirement, managing family wealth, or seeking direction in a complex financial landscape, our aim is to provide clarity, confidence, and peace of mind. Every recommendation we make is tailored to you, independent, unbiased, and designed to achieve lasting results. We are proud that our Independent Financial Advisor, Martin Card, has been recognised as a Top Adviser by VouchedFor. This award reflects our continued commitment to excellence, integrity, and client care. We are dedicated to ensuring you receive the highest standard of professional service.
Highlights and features
- We are an independent, FCA-regulated financial firm.
- Our advisors have decades of combined industry experience.
- We provide completely unbiased and tailored recommendations.
- Our adviser is a recognised VouchedFor Top Adviser.
- We build lasting relationships founded on trust and discretion.
Services
Savings and Investments
We build robust strategies to grow and preserve your wealth. Our experts ensure you get the best return from your hard-earned money. This service is ideal for clients seeking to boost their existing savings through bespoke, independent investment planning.
Pensions
We provide expert pension and retirement advice to help you plan confidently for the future. Retirement planning is vital for a secure future, whatever your age. Working together, we make sure you are getting the most out of your pension fund.
Life Assurance
We offer protection policies and insurance solutions to safeguard what is most important to you. Life assurance provides essential financial security for your family. This service ensures your loved ones are fully protected against unexpected life events.
Equity Release
We provide specialist equity release solutions tailored to your retirement needs. This service allows you to access the wealth tied up in your property. It is designed to help you enjoy your retirement whilst maintaining your standard of living.
Tax Planning
We deliver strategic tax planning to help you manage your financial affairs efficiently. Our guidance assists individuals and businesses in navigating complex tax landscapes. This service ensures your wealth is protected against unnecessary taxation whilst remaining compliant.
Reviews (5)
Ludlow Dixon
Apr 15, 2021
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My wife & I discovered tba Wealth Management and were very impressed with the professional service provided by Martin Card. He was very responsive to our requirement and provided clear up to date information on the product. I would not hesitate in recommending them to family or friends.
Sarah Etchells
Mar 10, 2020
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I have used and come to rely on TBA Wealth Management for many years to manage my investments and pensions. I have always found them to be very professional and knowledgeable in all areas of finance. I would have no hesitation in recommending them to anyone
Andy Mathieson
Oct 20, 2019
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I've had a very long pensions and ISAs relationship with TBA, in particular Alan Payne, and I recommend them for their integrity, knowledge and customer service. When I was a total novice I trusted them to look after my finances. Now I have reached retirement and have done a lot more research I see that they really have been working professionally in my best interest.
Steven Hiscox
Mar 21, 2019
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Tba Wealth Management were recommended to me by my father for advice concerning accessing my pension funds. The advice that was given was clear and concise and allowed me to meet my objectives with little complication
David Wilson
Mar 17, 2019
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My wife and I met with Martin Card yesterday to discuss our Pensions provision. Martin's advice was first class and really helped us to understand all of the options available and ensure we are on the right track. I would thoroughly recommend Martin and should we need some further advice will look forward to meeting with him again.
