tba Wealth Management Financial Service in Sutton

Reviews

1. ma ma ★★★★★

   I wanted to take a moment to express my sincere appreciation for the excellent service and support I received from the Turpin and Barker team. From the outset, I felt that my concerns were addressed promptly and professionally. I was particularly impressed by the attentive and compassionate approach shown throughout the process by Katie and Ronnie. I would like to commend Katie Drake especially for going above and beyond, taking calls and responding to messages outside normal working hours. Her professionalism, empathy, and reassurance made a genuine difference and were deeply appreciated. Overall, I have been very pleased with the efficiency, care, and understanding demonstrated by the whole team. I would not hesitate to recommend them to anyone in need of expert and considerate support. Thank you once again for your guidance and kindness.

   almost 10 months ago
2. Roger Loosley ★★★★★

   Martin Card has been our Financial Advisor for about 15 years and we have found him technically good, understanding of our requirements, pro-active and friendly.

   1 year ago
3. Simon Pearson ★★★★★

   I have known Martin Card for many years and have full respect in his open and honest approach to the suggestions and planning we have spoken of over the years. My respect and thanks also reaches out to Claire who is always on hand with prompt replies and who is very knowledgeable and supportive with the questions I raise. I could not recommend them enough and hope you go on to have as such a great experience as we have.

   1 year ago

1. Mark H. ★★★★★

   Martin and colleagues gave excellent and patient advice re moving my pension back to the UK and then finding a safe home for the funds.

   1 year ago
2. sue shadbolt ★★★★★

   We have used TBA for probably nearly 40 years and they are always up to date with their knowledge and have dealt with our financial situation very helpfully.

   almost 3 years ago
3. Liz Holden ★★★★★

   The company I used to work for used TBA since the early 80's and I have personally been advised by Martin for over 20 years. Everyone is friendly and helpful, I would always recommend TBA with no reservation.

   almost 3 years ago

1. Ludlow Dixon ★★★★★

   My wife & I discovered tba Wealth Management and were very impressed with the professional service provided by Martin Card. He was very responsive to our requirement and provided clear up to date information on the product. I would not hesitate in recommending them to family or friends.

   almost 5 years ago
2. Andy Mathieson ★★★★★

   I’ve had a very long pensions and ISAs relationship with TBA, in particular Alan Payne, and I recommend them for their integrity, knowledge and customer service. When I was a total novice I trusted them to look after my finances. Now I have reached retirement and have done a lot more research I see that they really have been working professionally in my best interest.

   more 6 years ago
3. sarah etchells ★★★★★

   I have used and come to rely on TBA Wealth Management for many years to manage my investments and pensions. I have always found them to be very professional and knowledgeable in all areas of finance. I would have no hesitation in recommending them to anyone

   more 6 years ago

1. David Wilson ★★★★★

   My wife and I met with Martin Card yesterday to discuss our Pensions provision. Martin's advice was first class and really helped us to understand all of the options available and ensure we are on the right track. I would thoroughly recommend Martin and should we need some further advice will look forward to meeting with him again.

   more 7 years ago

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