We can help you select and manage a workplace pension for your employees, help you with your own pension needs and allow you to earn a good rate of return on surplus cash held in your business. We are experts in managing pensions and investments and we look after 700m on behalf of over 3500 clients.
We can help you achieve your financial objectives, be that a secure retirement, reducing your tax bill or protecting your family. Making sure that you can earn a reasonable return on your savings can become more difficult as you get older. Our ongoing monitoring and regular review service can help make sure that you get what you need to cover care costs and other expenses.
We can help you achieve your financial objectives, be that a secure retirement, reducing your tax bill or protecting your family. Making sure that you can earn a reasonable return on your savings can become more difficult as you get older. Our ongoing monitoring and regular review service can help make sure that you get what you need to cover care costs and other expenses.
Services
Telford Mann Pensions & Investments was originally founded in 1988, by Moore Stephens Chartered Accountants, although we are now independently owned. From our offices in Kettering, Northamptonshire, we manage funds in excess of 700m for more than 3500 clients.
We also have offices in Northampton, Corby and Peterborough providing advice and ongoing service to clients in Oakham, Rutland & Leicestershire, Stamford, Lincolnshire, Peterborough & Cambridgeshire.Our team of Chartered Financial Planners are on hand to provide pensions advice, for those approaching retirement and perhaps wanting to consolidate their funds.
We also have offices in Northampton, Corby and Peterborough providing advice and ongoing service to clients in Oakham, Rutland & Leicestershire, Stamford, Lincolnshire, Peterborough & Cambridgeshire.Our team of Chartered Financial Planners are on hand to provide pensions advice, for those approaching retirement and perhaps wanting to consolidate their funds.
Jon joined the company in 2004. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society and holds the Investment Management Certificate. Jon is experienced in all areas of financial planning. Whilst in his role as Joint Managing Director he spends an increasing amount of time managing the business, he is also keen to meet new and existing clients.
How we work is that the first step is for you to meet with one of our planners. There is no cost to you for this initial meeting. This meeting helps us to gain a broad understanding of your circumstances and requirements. It also enables you to find out about us, the services we offer and the likely costs of using our services.
We offer a range of model portfolios where our experts can manage your investments in line with your wishes and requirements. These portfolios are actively managed on a discretionary basis to suit your requirements, after we have gained a thorough understanding of your financial circumstances, needs and objectives.
Are you looking for a career in Financial Services? We can offer you the chance to join a dynamic firm of Chartered Financial Planners that is going places. Over the last 15 years, we have doubled, trebled and then quadrupled the size of our business. We are still growing at 20% per year. Whether you are Financial Services industry experienced, a university graduate or a school leaver looking for an apprenticeship, we may have a job for you.