PLAN. INVEST. PROTECT.
What we do
Independent Wealth Advisors that help you understand your finances and make confident decisions about your future. Our personalised plans reflect your goals, your family and what matters most to you.
Today Multi-generational wealth planning
Today Multi-generational wealth planning
Comprehensive Wealth Management Services
We offer end-to-end financial solutions designed to evolve with your life, business, and aspirations.
Pension Management
Plan for an enjoyable retirement with long term investment
- Bespoke Retirement Strategy
- Retirement Income Strategies
- Pension Consolidation & Tracing
- Drawdown Options - Flexible Access
- Annuity Advice
- Tax-Efficient Withdrawals
- Early Retirement Planning
- Late life & Care Funding
- Cash Flow Modeling
- State Pension Forecasts
Investment Management
Growing and protecting your investment with trust
- Bespoke Portfolio Strategy
- Tax Efficient Income
- Diversified Investment Portfolio Management
- Tax – Free Allowance Utilisation
- Risk Profiling & Stress Testing
Employee Benefits
Protecting your business with insurance and other plans
- Private Medical Insurance
- Income Protection
- Death In Service (Life Cover)
- Critical illness Support
- Financial Wellbeing Webinars & Seminars
- Executive Wealth Planning
- Business Protection (Key Person)
- Pension Governance & Compliance
Estate Planning
Protecting your family’s wealth with right planning
- Inheritance Tax Mitigation
- Bloodline Protection
- Will & Probate Guidance
- Trusts and Asset Protection
- Lasting Powers of Attorney
- Legacy Planning
- Charity and Philanthropy
Protection & Mortgage
Protecting your family’s wealth with right planning
- Residential Mortgage Planning
- Family Life Protection
- Income Protection
- Critical Illness Cover
- Remortgaging & Rate Reviews
- Buy-to-Let & Portfolio Finance
- Policy Trusts
- First-Time Buyer Guidance
Why Choose TSP Wealth
We provide tailored financial guidance, comprehensive planning, and dedicated support to help you achieve your unique goals.
Transparency
with you
We will always explain our fees clearly and transparently so
you can assess value for money with confidence.
100%
Independency
We remain completely independent and are never influenced by third party organisations. This means we considered all suitable options and products thoroughly before making any recommendation.
Bespoke
We will only recommend solution s that are genuinely in your best interests and aligned with your personal goals.
CII Registered
Advisors
All our advisors are members of the Chartered Insurance Institute and adhere to the CII’s strict codes of ethics, ensuring the highest professional standards at all times.
What We Stand For
Clear values that shape how we advise, act, and build long-term relationships.
WE STRIVE FOR EXCELLENCE
WE CARE
WE WILL FIND A WAY
Trusted by Generations of Clients
Long-standing relationships built on clarity, consistency, and results.
Words of our client
“I could honestly say I could leave behind a good legacy for my children and my grandchildren”
Manoj Patel
Client of TSP Wealth since 2010
People Behind The Advice
Experienced professionals united by a shared commitment to your financial future.
Ricky
Senior Partner
Mat Zalman is the President for Tecnologia overseeing our business operations and premier services including Cyber Security, Network Operations, Global Service Desks, Professional Services and Field Engineering.
Mr. Zalman has over 15 years of experience in mid-market service delivery management for multiple MSPs and VARs.
Robyn
Chief Operating Officer
Mr. Saliva is an accomplished IT leader with three decades of experience helping build industry leading technology-intensive companies. As CEO, John oversees Tecnologia’s strategic vision while driving growth and establishing Tecnologia as the leading partner of choice for mid-market strategic buyers of IT.
Andrew
Head of Finance
As Marketing Director, Megan Palms leads with a customer-focused and insights-driven approach to branding, communications, demand generation, customer engagement and partner marketing. Megan Palms is a passionate leader with 10 years of experience that spans marketing and communications at industry-leading organizations.
Geoff
Practice Manager & Compliance Officer
Get In Touch
Experienced professionals united by a shared commitment to your financial future.
