Thank you for leaving us this amazing review Peter! It has been a pleasure working with you so far and we look forward to guiding you into and through your retirement. 💛💙

“I was recommended to TP Financial Solutions by a colleague. As I was approaching retirement, My (5) pension schemes were in disarray and I required some quality guidance. I arranged to meet Annabel Lumsden to discuss this. Annabel analysed my position and prepared a bespoke plan which she thought would meet my requirements. The amount of work involved was considerable, and I would not have been able to obtain a resolution without some quality guidance. Once this work was complete, we arranged another meeting to discuss the findings. I was in agreement with all of Annabel's proposals. Annabel had done all the work with the existing pensions and Providers and consolidated them into a single scheme. This made the understanding and control of the funds far more direct and straightforward. Throughout our dealings, Annabel discussed and explained everything in a manner that was easily understandable for me, and explained them in a simple easy to understand fashion. Annabel was quick to respond to any queries or concerns and allayed all my fears about how I was going to process my pensions when the time came to draw them. I always felt completely at ease during any discussions. I would have no hesitation in recommending TP Financial Solutions and Annabel Lumsden to any future prospective clients.”