Privacy Notice V6- to use

By admin | Published August 12, 2022

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Michael

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 →
Julie

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 →

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TM Financial Planning Ltd is an appointed representative of Quilter Wealth Ltd and Quilter Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority.

TM Financial Planning Ltd is registered in Northern Ireland. Company Number: NI659843. Registered Address: 14 Netherlands Drive, Dunmurry, Belfast, Northern Ireland, BT17 0EU.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Approver: Quilter Wealth Limited and Quilter Mortgage Planning Limited.

Privacy Notice V6- to use

Michael

Julie

Services

Customer Profiles

Company

TM Financial