These case studies are for illustrative purposes only and do not constitute advice.
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 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.
Within a short period we were able to put in place a scheme that allowed online access for contribution adjustments and administration that was both more cost effective and producing better returns than the existing scheme. Throughout the changeover TM Financial Planning made the process seamless and now provides us with regular updates.
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 with inflation.
With advice from TM Financial Planning I was able to maximise the tax efficiently of my investments using the ISA and capital gains allowances in addition have now a Discretionary Fund Manager managing my portfolio which has produced substantial returns over the last 12 months. I found dealing with TM Financial Planning a good experience and receive regular reviews on both fund performance and updates.