What our Consultation Offers
Our Strategic Consultation is designed to give business owners a structured, confidential space to review their current position. It provides an opportunity to discuss challenges, priorities, and future considerations with an experienced TLPI consultant. The purpose is to help you think through your options in an informed and considered way.
What the Consultation Covers:
During the consultation, we typically explore areas that are relevant to your business and personal objectives, which may include:
- An overview of your current business structure and ownership arrangements
- Key risks, pressures, or areas of uncertainty you are experiencing
- Succession, continuity, or long-term planning considerations
- How existing arrangements may align with your wider goals
- Initial observations on areas that could benefit from further review
The discussion is guided by your priorities, not a fixed agenda.
What You Leave With
By the end of the consultation, you can expect to leave with:
- Greater clarity on your current position
- A clearer understanding of potential planning considerations
- Insight into areas that may require further thought or specialist input
- An outline of possible next steps, should you wish to explore them
Supporting Clients
TLPI works with business owners to provide bespoke planning support that reflects their specific circumstances. Our role is to help you understand complexity, identify gaps, and consider appropriate frameworks for planning.
Support is:
- Tailored to your business and objectives
- Delivered in clear, straightforward language
- Grounded in established professional processes
- Designed to support informed decision-making over time
Many business owners choose to work with TLPI following their consultation. Client feedback and case studies highlight our clarity, professionalism, and measured approach.
To make the most of your consultation, we recommend setting aside uninterrupted time and having a brief outline of your current situation to hand. Your consultant will guide the conversation from there.
We get 5 stars from our Clients.
Business owners consistently rate us for our expertise, clarity, and genuinely supportive service.
Paul Reid
01.09.2024
I am nearly through the setup process for my SSAS. HMRC have taken about 12 weeks to approve the scheme. TLPI have been quick in getting the SSAS setup process started and have monitored the HMRC approval, responding to questions HMRC asked. TLPI prepared the new bank account application and pension transfer request, ready to submit upon HMRC approval, of the SSAS. Time to complete the setup is as short as possible with TLPIs proactive setup process.
Colin Woodhouse
04.02.2026
Excellent service, held my hand and guided me through the whole SSAS Process. Very pleased with TLPI and their staff who are all very helpful in all respects.
Tina Nguyen
01.05.2025
I had the pleasure of working with Akash Bajij while setting up my Family Investment Company, and I couldn’t recommend him more highly. He’s not only extremely knowledgeable, but also genuinely takes the time to listen and provide thoughtful, tailored advice. Akash guided me through the entire process with clarity and professionalism, making what initially felt complex much more manageable. A truly good guy—honest, approachable, and always willing to help. I’m really grateful for his support and would happily recommend him to anyone looking for expert guidance in this area
Kenneth Irabor
21.08.2024
I am incredibly pleased with the service provided by TLPI in setting up my SSAS pension. The team was professional, knowledgeable, and supportive throughout the entire process. They guided me every step of the way, ensuring that everything was handled smoothly and efficiently. Thanks to their expertise and commitment, I've already seen an initial successful investment, which has given me great confidence in their abilities. I highly recommend TLPI to anyone looking for top-notch support in managing their pension and investments.
Glenn White
01.01.2026
TLPI has been fantastic from start to finish. From my first conversation with Gareth Robertson I had absolute confidence they were the right company for me and my pension assets. After enduring the long HMRC approval process, my SSAS is now fully established and funded, and we are already working on plans to invest and grow it. Gareth and the rest of the team dealt with the entire process extremely professionally, keeping me up to date throughout and responding to my many questions and queries quickly and effectively. I fully recommend TLPI and am looking forward to working with the team for many years to come to maximise my pension assets.
Tommy Meads
19.09.2024
We used Jordan @ TLPI to set up a family trust for our company to purchase a commercial property. He was efficient, informative and professional every step of the way. If there were any queries during the whole process they were resolved promptly. This was our first dealings with family trusts and TLPI's guidance during this time was highly valued! I would highly recommend them!
Preet Singh
01.12.2025
Awesome people, good service and trustable, specially Mr. Akash. Many Thanks
Chris Airey
08.12.2025
It is great to be working with people who want you to win. My key contacts Spencer and Isi know their business - practical and expert.
Liam Thomas
15.08.2024
Jordan looked after us incredibly well from start to finish. Dealing with tax can be a complicated process but Jordan simplfies everything and takes the time to answer all of your questions in detail. Would highley reccomend.
Richard Smith
11.07.2024
TLPI provide a brilliant service full stop. From our initial conversations they have been extremely helpful, diligent and thorough. I can't thank them enough for their advice, pointers and guidance that they have provided so far. They have made something which to me is extremely complex and confusing feel very straight forward.
Cris Emson
29.05.2024
I much appreciate the help and guidance TLPI have given me in setting up a Family Investment Company, and now we have reached the end of the first year we are now preparing the first set of annual accounts. Again TLPI are proving invaluable is giving help and advice, and I am sure none of this would be possible without their expert support.
Keith Jones
17.08.2023
Tlp have been fantastic with there advice and help in setting up my retirement plans , putting structures into place to help with future generational hand over of assets, great advice from Jordan Sharpe, easy to deal with and always on hand for help when needed, well done all, 👏 ✔️
Big thanks to sue for all your outstanding work, sue kept me updated with my pension transfer every step of the way, I would have no problem referring them on to anyone who needs sound advice and financial pension planning, thanks again for all your help,
Vipin Varsani
03.08.2023
Very helpful through the whole process and after.