OUR PROCESS AND OUR CHARGES
We know that seeking financial advice can be daunting, so we want to explain how we work, what to expect and how much we charge for our services.
TP Financial Solutions is based in the lovely seaside town of Heysham, near Morecambe and not far from Lancaster the nearest city.
We aim to provide thoughtful financial planning which we know can easily take a back seat to daily life. We focus on retirement, investment and protection planning for you, your family, and your business.
Our team is made up of Directors, Annabel and Tarnia, and our Office Wizard John. We want to provide accessible and approachable financial advice to those that need it.
Our Process
The document here titled 'Our Process' will guide you through how we work for you. It describes each stage of our process, and lets you know what will likely happen when you contact us. We appreciate that if you've never had financial advice you won't know what to expect. This document will help you feel confident contacting us, and what steps you will go through throughout the advice process.
Our Services and Fees
We think it is really important to be transparent about the cost of our advice. So, we have created the Our Services document for you to look at.
Whatever you want advice on, this document talks you through the process, and what the charges may be.
We appreciate there is a lot to think about, so if you have any questions please do get in touch, we will happily talk through the service and costs that will apply to you and your circumstances.
Fee Calculators
We have included our fee calculators below.
You can use the Initial Advice Fee Calculator (IAF CALC) to work out what the charge would be for lump sum investments/pensions. You can use the calculator to work out the charge for switching a current investment or pension too.
The second calculator is to calculate charges for regular payments into investments or pensions. (REG CALC)
All you need to do is open the attachments and where the arrow points, put in the relevant figure.
Your Financial Passport
From experience with our current clients, we realised that a lot of people don't have one place to store all of your really important information, such as important contacts (your financial adviser), pension policy information, investment information etc. So, we created a handy document for you. The Financial Passport is designed so that you can keep all of your important information in one place. Click the button below to get your copy, free for you to download and keep!