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Posted on March 15, 2022 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 →

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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, Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd which are authorised and regulated by the Financial Conduct Authority. Quilter Wealth Ltd, Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd are entered on the Financial Conduct Authority Register ((https://register.fca.org.uk/s/)) under reference 217742, 440703 & 440718.

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

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