What is our role for our clients?
February 16, 2023
What is our role for our clients?
What is our role for our clients?
We could describe this in product terms, for example, 'our role is to set up your pension', but that doesn't do it justice.
We see our role as a supportive one, nurturing even.
We listen, support, and plan with you in mind.
We all have different financial needs, it's our job to take your specific circumstances and work towards the financial goals that you have.
We are a sounding board, an ally, someone to confide in and trust.
We can help!
A good retirement plan isn’t one-size-fits-all.
When was the last time you reviewed your pensions?
Start today!
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?
TP Financial Solutions are thrilled to be sponsoring Gwion Edward
It’s essential to have open conversations early and revisit them regularly.