Trowlock Wealth Management LLP

Description

Founded in 2013 by Stephen Scutcher, Trowlock Wealth Management LLP, is a Partner Practice of St. James's Place Wealth Management. We advise individuals, families, business owners, company directors and entrepreneurs on all aspects of financial planning, wealth protection and generation. Managing wealth presents many common challenges. However, at the core of our service is an appreciation that clients have different sets of motivators and ambitions. These can be far-reaching and complex, but always unique to each situation. Our service brings together a comprehensive range of solutions to address the key areas of effective wealth planning, such as; • maintaining your lifestyle; • protecting you, the family estate & intergenerational planning; • business protection, profit extraction, succession planning and planning for sale or exit; • supporting your personal, business and professional interests. Our Advisers are fully supported by our inhouse Technical & Administrative teams and who all have the same founding ethos when it comes to outstanding client outcomes. We pride ourselves on being innovative, nimble and thorough in our approach to all that we do. We work with many associated businesses, providing access to additional services such as foreign exchange through TorFX, concierge, specialist banking. Please note that these are referral services, as such the services provided are separate and distinct to those offered by St. James's Place. More details can be found at www.trowlockwm.co.uk Trowlock Wealth Management LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place Representatives SJP Approved 05/03/2025

Financials