Author Archives: admin

Investment Advice

Posted on March 15, 2024 by admin

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 … Continue reading →

Posted in Advice | Leave a comment

Julie

Posted on March 15, 2022 by admin

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 … Continue reading →

Posted in Testimonials | Leave a comment

Michael

Posted on March 15, 2022 by admin

I retired from the medical profession last year and decided to review my financial arrangements with TM Financial planning.  I had existing ISA funds that had not been managed effectively and other funds on deposit that was not keeping line … Continue reading →

Posted in Testimonials | Leave a comment