TM Financial Planning have almost 30 years experience delivering financial advice, helping both individual and corporate clients. We work alongside you and provide numerous services in order to devise an appropriate retirement strategy. We can advise you on a wide range of savings and investment products and make recommendations.
Taking a holistic view of financial planning, we look at individual protection as a foundation that sound advice is based upon. When discussing your attitude to risk you will answer a series of questions using the risk questionnaire. The responses are collated and the information is presented in a report, including an indicative asset allocation to assist together with your financial.
Taking a holistic view of financial planning, we look at individual protection as a foundation that sound advice is based upon. When discussing your attitude to risk you will answer a series of questions using the risk questionnaire. The responses are collated and the information is presented in a report, including an indicative asset allocation to assist together with your financial.
Services
At T M Financial Planning we offer holistic financial advice for individuals and business. We believe that Personal Lifetime Planning is the key to devising your wealth strategy, therefore we cover the full spectrum of investment portfolio planning, family and personal protection, in order to help you set objectives and priorities to secure your and your family's financial future.
We will ask a number of questions that will enable us to fully understand your circumstances, needs and budget. We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you. We will always explain paperwork to you in a way you understand and support our advice with timely, easy to comprehend documentation.
I run a small firm with 14 employees and have a pension scheme for employees which we have not reviewed in some years due to time pressures and the cumbersome nature of the scheme. We met with TM Financial Planning who took the time to understand what we need from a pension for all staff that would allow our staff access to fund valuations, allow us to add new members and have some flexibility around contribution levels.
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