Case studies from our real Family Investment Company clients

 
 
 
  EXCELLENT  
    
 Based on 75 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Paul Reid 
 
01/09/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
I am nearly through the setup process for my SSAS.
HMRC have taken about 12 weeks to approve the scheme.
TLPI have been quick in getting the SSAS setup process started and have monitored the HMRC approval, responding to questions HMRC asked.
TLPI prepared the new bank account application and pension transfer request, ready to submit upon HMRC approval, of the SSAS.
Time to complete the setup is as short as possible with TLPIs proactive setup process.
  
 
  
 
 
 
  
 
 
 Kenneth Irabor 
 
21/08/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
I am incredibly pleased with the service provided by TLPI in setting up my SSAS pension. The team was professional, knowledgeable, and supportive throughout the entire process. They guided me every step of the way, ensuring that everything was handled smoothly and efficiently. Thanks to their expertise and commitment, I've already seen an initial successful investment, which has given me great confidence in their abilities. I highly recommend TLPI to anyone looking for top-notch support in managing their pension and investments.
  
 
  
 
 
 
  
 
 
 Tommy Meads 
 
19/08/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
We used Jordan @ TLPI to set up a family trust for our company to purchase a commercial property. He was efficient, informative and professional every step of the way. If there were any queries during the whole process they were resolved promptly. This was our first dealings with family trusts and TLPI's guidance during this time was highly valued! I would highly recommend them!
  
 
  
 
 
 
  
 
 
 Liam Thomas 
 
15/08/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
Jordan looked after us incredibly well from start to finish. Dealing with tax can be a complicated process but Jordan simplfies everything and takes the time to answer all of your questions in detail. Would highley reccomend.
  
 
  
 
 
 
  
 
 
 Richard Smith 
 
11/07/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
TLPI provide a brilliant service full stop. From our initial conversations they have been extremely helpful, diligent and thorough. I can't thank them enough for their advice, pointers and guidance that they have provided so far. They have made something which to me is extremely complex and confusing feel very straight forward.
  
 
  
 
 
 
  
 
 
 Cris Emson 
 
29/05/2024
 
 
 Trustindex verifies that the original source of the review is Google. 
I much appreciate the help and guidance TLPI have given me in setting up a Family Investment Company, and now we have reached the end of the first year we are now preparing the first set of annual accounts. Again TLPI are proving invaluable is giving help and advice, and I am sure none of this would be possible without their expert support.
  
 
  
 
 
 
  
 
 
 Keith Jones 
 
17/08/2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Tlp have been fantastic with there advice and help in setting up my retirement plans , putting structures into place to help with future generational hand over of assets,  great advice from Jordan Sharpe, easy to deal with and always on hand for help when needed,  well done all, 👏 ✔️
Big thanks to sue for all your outstanding work,  sue kept me updated with my pension transfer every step of the way, I would have no problem referring them on to anyone who needs sound advice and financial pension planning,  thanks again for all your help,
  
 
  
 
 
 
  
 
 
 Vipin Varsani 
 
03/08/2023
 
 
 Trustindex verifies that the original source of the review is Google. 
Very helpful through the whole process and after.