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Connecting Professionals
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When good clients ask you for a recommendation, who do you send them to?
TP Financial Solutions works with a small network of trusted professionals across the North West (accountants, solicitors, and others) to support shared clients through the bigger financial decisions of their lives.
A referral is a reputation.
When a client trusts you enough to ask who they should speak to about their finances, that question carries weight. The person you send them to becomes, in part, a reflection of you.
We treat that responsibility seriously.
The clients you refer to TP Financial Solutions are looked after by a financial planner who understands that the relationship started with you, and works to protect it. We keep you in the loop where appropriate, we don't tread on your toes, and we never forget who sent them.
Three ways we work together.
The strongest professional relationships look different depending on what your clients need. Here's how we typically work alongside other professionals.
1.
Direct client referrals
You introduce a client who needs financial planning advice that sits outside your remit. We take them through a structured Discovery process, agree whether we're the right fit, and keep you informed at the points that matter. The client stays yours; we add a different layer of expertise.
2.
Joined-up planning
For shared clients with more complex situations (business sales, intergenerational wealth, retirement planning with tax considerations), we work in step with you and your team. Coordinated advice, single direction of travel, clear ownership of who does what.
3.
Connecting Professionals events
Our event series brings together accountants, solicitors and other professionals across the North West for genuinely useful conversations. Practical insight, real connections, and the chance to build a network of people who actually pick up the phone when you call. More on the events below.
The Connecting Professionals Series
A small, focused event series for professionals across Morecambe, Lancaster, the wider North West and beyond. Designed to be useful, not salesy.
About this Series...
Each event covers something genuinely worth turning up for: a technical topic with real practical value, a conversation with someone interesting, or a piece of thinking that shifts how you approach client work. We keep numbers tight on purpose so you actually get to know who's in the room.
No name badges with hundreds of strangers. No speed networking. Just well-chosen people having useful conversations.
Small group format, typically 12 to 20 professionals per event.
Topics relevant to working with high-value, complex clients.
Held in person across the North West, with the occasional virtual option.
No cost to attend, no sales pitch, no pressure to refer.
A genuine network you can actually call on.
Who we're looking for
We're deliberately selective about the professional connections we build. Quality over quantity, every time.
You're probably the right fit if:
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You're a chartered accountant, solicitor, or other professional working with established clients in the North West
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Your clients often face decisions that sit at the intersection of tax, law, and personal finance
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You value careful, considered advice over speed and volume
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You want a financial planning contact you can introduce clients to with confidence, and who'll treat your relationship as carefully as you do
If that sounds like you, we'd genuinely like to hear from you.
Register your interest
Drop your details below and Tarnia will come back to you within two working days. No follow-up emails, no marketing list, no chasing. Just a proper reply.
A network worth being part of.
The professionals we work with are deliberately few in number, deliberately well-chosen, and deliberately valued. If that sounds like the kind of network you'd like to be part of, we'd love to hear from you.