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.

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