About TLPI

TLPI’s roots can be traced back throughout its history to over 20 years ago. Under the directorship of Gareth Bertram the company was established in 2004 with a focus on finance, business tax and property. These founding principals remain ever present forming the basis upon which the company today helps SME businesses across the UK to mitigate tax, protect legacies and increase wealth. We look upon our journey with fond memories, but like any innovative finance and tax business, our attention is wholly focussed upon the exciting future of our fast-growing substantial corporate client bank.

TLPI is well respected, and recognised by industry peers as professional, knowledgeable, and trusted SSAS pension, business tax and mortgage experts. Our online client reviews are further testimony to this and our commanding position in the industry. We are officially known as Holtram TLPI, we are registered with HMRC as a professional tax agent to administer pensions, form trusts and manage corporate taxes. The company also provides advice on company mortgages and loans.

Clients of TLPI are people who are busy investing or running their own businesses, looking for pension, corporate tax and property investment advice. History has led many directors to believe the common myth that anything to do with pensions or tax is laborious, complicated and entailing mountains of paperwork. This is an illusion fast dispelled by TLPI and will be evident from your very first contact with one of our expert advisers. We have a very simple process which does not require a significant investment of time, a process which will help you to take control of your pension, tax or finance matters and get started in property investment should this a be a journey you are starting out on or already well-progressed.

Our personal service is unique and bespoke, offering business, tax, pension and property investment advice to help clients take control securely and profitably with online consultations tailored to suit specific requirements. We are dedicated to providing our clients with the tools, information, and direction to take control of pensions and wealth, to invest securely and profitably.

We pride ourselves on attracting, employing and retaining highly experienced and motivated people within our team. We are all driven by the same values and a passion to achieve outstanding results for each and every client. As ambassadors of industry we are proud of the company and as a team we genuinely enjoy helping one another succeed. Our people grow our reputation and our reputation fuels our business growth.

“The original values, dedication and ethos I began the company with have now become the strong foundation that continue to earn the trust, respect and often competitive envy of industry experts and professionals. I am incredibly proud of the journey, what we have achieved and the work that we do at TLPI. I am thankful to the team here, the partnerships, and the clients that have accompanied us on the journey to this point.”
Gareth Bertram, Director at TLPI