At Trowlock Wealth Management we offer Financial Advice made Personal
Welcome to Trowlock Wealth Management
Here you’ll find we provide expert, tailored financial advice for individuals and families, business owners, entrepreneurs, and people with more complex financial challenges looking for long-term, financial solutions bespoke to their individual circumstances.
Whether you require bespoke investment planning, tax-efficient financial planning, retirement solutions, or multi-generational wealth preservation, we offer personalised financial strategies to help you grow and protect your wealth. With a deep understanding of the complexities surrounding wealth management, we help clients navigate their financial futures with confidence.
Based in Esher, Surrey, we service Client’s across London and Surrey as well as the south-west counties and we’re committed to building long-term relationships, offering proactive and strategic advice to ensure financial security and prosperity. If you are looking for expert financial advice from a trusted wealth management firm look no further.
What we do
We provide a wide range of financial planning services, whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 16/05/2025
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
