Have you been sold?
May 17, 2023
Have you been sold?
Have you been sold? 🤔 😟
We are seeing a lot of clients whose advisers are retiring. 🏖️ Good for them! After all, that is what we all work hard for.
Generally, in this circumstance, the adviser will move their clients to another firm. Oftentimes, the client doesn't get a say in who or where that new firm is.
If you've been sold or moved and are looking to build a new trusted adviser relationship, we are always happy to tell you more about TP Financial Solutions and our advisers.
And don't worry - it's a way off our retirement yet 😉
Thanks so much for taking the time to leave this review Roda
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Thank you to everyone for your support this year.
Hello, and a warm welcome to the November edition of The Financial Brew! As the days get a bit nippier and we find comfort in our favourite hot bevvies, we hope this newsletter finds you in tip-top condition. We're over the moon with all the positive feedback we've received from you and how much you are enjoying reading our newsletters. Your kind words make our day! This month, we're thrilled to share some exciting updates with you. We've been sprucing up our offices with fabulous new artwork, nabbed a prestigious award (and it’s a big one!), rubbed shoulders with a famous cricketer, and even rolled up our sleeves for community work with the Shrimps Trust. And if that's not enough, Tarnia had the incredible chance to be a sports commentator for a day! And, of course, there is, as always, helpful advice from us on all things pensions and investments. So, grab another cuppa, get comfy, and dive into all the fantastic stories we have lined up for you this November. Enjoy the read! Warm wishes, Annabel, Tarnia and John
Thank you, Jennifer.
Feeling a bit overwhelmed with all the adulting?