Author Archives: admin

Julie from Lisburn

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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Michael from Belfast

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

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Investment Advice

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

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