Troberry Finance

Pensions • Investments • Retirement Planning • Protection Planning • Estate & Long Term Care

About

Andrew Troke

Troberry Finance Ltd is a family run firm of independent financial planners. Situated in rural East Anglia we can look after and support clients throughout the East of England, Midlands and home counties.

We specialise in holistic financial planning helping clients maximise their personal tax efficiencies and realise their future wealth generation and investment potential.

Focusing on all forms of pension work, investments, personal and business protection we look to develop lasting relationships for the long term.

Harvesting the benefits that comes with having your own financial planner on hand indefinitely, to help one navigate the ever changing and often complex monetary landscape and its accompanying legislation, so that clients, both personal and business alike, may achieve their financial desires.

The business was formed in 2017 by Andrew Troke, the principle Independent Financial Adviser within the firm. Tired of the corporately focused “pile it high, sell it fast” approach that so many advisory firms look towards, he sought to form his own, boutique practice, offering a warm, personable and reliable service that would grow with its clients. Safe in the knowledge that as a family business the firms only aim is to support its key assets, those being its clients. Andrew has over 17 years industry experience in both employee focused advice for corporate entities and private client planning.

A former military man with a varied a versatile history prior to formally becoming an adviser he has experienced and developed first hand much of the advice he advocates, bringing real world knowledge to his planning hard to replicate through theory alone.

Whilst Andrew has spent much of his career working in central London, his heart is in the countryside where he now happily lives with his wife and three children.

I have been overwhelmingly impressed with the service, support and overall ability and acumen of Andrew Troke. Andrew has been exceptionally supportive and emotionally intelligent in my recent retirement; he has been able to objectively support me, apply his excellent and extensive knowledge without any expectations from me. The service and unconditional support received from Andrew has been second to none. I would very highly recommend him without any hesitation.

Ray Rogers MPA

Services

Holistic lifestyle financial planning and business financial planning – which includes:


  • Pensions: Pension investment, Retirement planning, Protected pension advice and transfers
  • Investments: Medium and long term investment planning and tax efficiencies
  • Protection: Personal and Business protection insurance – Life insurance, Critical illness, Income Protection, Private Medical, Relevant Life, Key person and share holder protection.
  • Long term care
  • Junior Investments
  • Mortgages

Contact Me


Associations

Troberry Finance Ltd is a trading name of Financial Solutions Group Ltd an appointment representative of Prydis Wealth.

A link to their websites is below:
www.prydis.com
www.financialsolutions.co.uk