Originally founded as Trowlock and Partners in 1993, the firm incorporated as Trowlock Wealth Management LLP in 2017. It operates as a fee-based, independent financial advisory firm, committed to providing impartial and objective advice. The company specializes in creating bespoke financial plans and investment strategies covering areas such as investment management, pension and retirement planning, and inheritance tax planning, with a mission to build long-term client relationships based on trust and transparency.

Founded in

United Kingdom