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Business Overview
Location
Advisors
  • Business overview

    Our professional services

    • Financial Advice
      • Investment
        • Investing for Income
        • ISAs
        • Trusts
        • Unit Trusts
      • Pensions & Retirement
        • Drawdown
        • Pension Consolidation
        • Pension Review
        • Pension Transfer
        • Retirement Planning
        • SIPPs
      • Wealth Management
        • Savings
        • Tax Planning
    • Protection Advice
      • Critical Illness
        • Income Protection
          • Key Person Insurance
            • Life Insurance

            About TP Financial Solutions

            I can't thank Annabel and Tarnia enough for sorting mine and my husbands pensions out. We both had different pensions all over the place, small amounts and large. We only had limited information on all the pensions. But it didn't cause a problem to this company they sorted everything in a relatively short time. They are very friendly and explained everything to us fully making sure we understood everything. Due to lockdown everything was done by Zoom meetings with Annabel, but it still felt like we knew her. I have no hesitation in recommending them and we wouldn't use anybody else now to deal with our pensions.

            Malcolm Rae OBE FRCN

            I can't thank Annabel and Tarnia enough for sorting mine and my husbands pensions out. We both had different pensions all over the place, small amounts and large. We only had limited information on all the pensions. But it didn't cause a problem to this company they sorted everything in a relatively short time. They are very friendly and explained everything to us fully making sure we understood everything. Due to lockdown everything was done by Zoom meetings with Annabel, but it still felt like we knew her. I have no hesitation in recommending them and we wouldn't use anybody else now to deal with our pensions.

            Julie Turner

            We met with Annabel and she clearly is not your stereotypic ‘man in a grey suit’. She has a genuine interest in what we do, how we live our lives and we share common values. This comes as a breath of fresh air. It may seem obvious but most financial advisors just think about your money and how they can get the best return on an investment. That may be okay for some, but we prefer someone who is on our wavelength, who cares about the ethics involved and how our money can best work for our family, which is not always about making maximum profit. That’s what you get with TPFinancial Solutions. Yes of course the return is important, but it's not all about the money.

            Bruce Crowther

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          • Advisors

            Meet the advisors

            Annabel Lumsden

            Financial Adviser

            DipPFS

            Tarnia Elsworth

          Contact TP Financial Solutions