Welcome to Truscott Wealth Management Ltd

Truscott Wealth Management Ltd provides a high quality professional financial planning service. We offer a clearly defined service, a transparent charging structure, effective service proposition and put our clients' best interests at the heart of our business.

We are committed to staying independent and providing unbiased independent financial advice in an ever changing market. Our aim is to ensure that our clients achieve their goals and aspirations, whilst maintaining financial security. We recognise that clients have different needs, as well as aspirations and are committed to working with you to help you prosper.

Our core values ensure we act with the upmost degree of integrity and professionalism at all times and are open, as well as ethical in everything we do.

We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value to our clients. Our four key principles centre round honesty, integrity, reliability and value.

Truscott Wealth Management Ltd has provided Independent Financial Advice to our clients for 15 years. Our advisers have a wealth of experience within the industry and our clients' needs are always at the forefront of our service strategy.

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  • will be open, honest and transparent with you at all times and believe that honesty is the best policy
  • will act with integrity in everything that we do (our reputation depends on it)
  • believe in delivering on our promises to you and ensuring that we do what we say we will do
  • believe that you have every right to expect value for money from us and that's exactly what we constantly strive to deliver

Who We Are

  • Over 25 year’s industry experience
  • Specialising in Pension Drawdown and Annuities for over 10 years
  • Annual reviews of clients plans
  • Clients all over the Midlands and South Yorkshire
  • Level 4 Diploma accreditation
  • Level 6 Award in Pension Transfers
  • Regulated by the Financial Conduct Authority

Why Choose Us

Area We Cover

Area Covered

First appointment is Free and we only charge if you decide to do business with us.

We pride ourselves on looking after our clients’ investments and offer an annual review service to our clients.