What It Means To be A Client

WHO WE ARE

INTRODUCING YOUR PERSONAL WEALTH MANAGEMENT SERVICE

With Head Offices in South West London and meeting facilities in Mayfair and the City, we specialise in offering face to face wealth management advice and servicing to individuals, businesses and trustees. We address immediate, medium and long term wealth management needs by taking time to understand our clients’ circumstances and objectives. Our team of experienced and qualified professionals pride themselves in taking a personal approach in the provision of high quality advice. We all share the same values of professionalism and integrity. We are proud that Trowlock has built its business through personal recommendations. We are a Chartered firm of Financial Planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. Only the UK’s premier financial planning firms qualify for Chartered status, so you can be confident that you are dealing with a leading business that is wholly committed to providing you with the best possible advice, service and support.

As a client of Trowlock Wealth Management you have access to a comprehensive range of wealth management advice and will receive an extremely high standard of personal service. The Trowlock Wealth Management Client Service Charter sets out what you can expect to receive. We are committed to building and sustaining long-term client relationships based on trust, superior service and the quality of our initial and ongoing advice. Our philosophy is simple: to ensure financial peace of mind for you and your family across the generations. We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.

STEPHEN SCUTCHER Founder & Managing Partner

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