TM Financial Planning

At TM Financial Planning, we take pride in being a leading financial advisory firm in Belfast, Northern Ireland. With almost 30 years of experience, we have built a reputation for delivering exceptional financial advice to both individual and corporate clients. Our team of experts is dedicated to helping you achieve your financial goals, whether it's securing your family's financial future or building a prosperous business.

Services

At TM Financial Planning, we understand that everyone's financial situation is unique. That's why we offer a wide range of services designed to cater to your specific needs. From pension and retirement planning to investment and savings, we provide expert advice to help you make informed decisions about your financial future.

Individual Protection

We take a holistic approach to financial planning, recognizing that individual protection is the foundation upon which sound advice is built. Our experts will work with you to understand your financial goals and create a personalized plan to help you achieve them.

Pension and Retirement Planning

As you approach retirement, it's essential to have a clear plan in place to ensure a comfortable financial future. We'll work with you to create a customized pension and retirement strategy that meets your unique needs and goals.

Investment and Savings

Whether you're looking to grow your wealth or simply secure your financial future, we can help. Our experts will work with you to create an investment and savings plan tailored to your risk tolerance and financial goals.

Mortgage Protection

As a homeowner, protecting your mortgage is crucial to securing your financial future. We'll work with you to create a mortgage protection plan that meets your unique needs and provides peace of mind.

Customer Charter

At TM Financial Planning, we're committed to providing exceptional service to our clients. Our customer charter outlines our commitment to you, including:

• We will endeavour to explain the service we provide, the true cost, benefits, and consequences of any product or service you buy from us.
• We will ask a number of questions to fully understand your circumstances, needs, and budget.
• Your personal information will always be treated in the strictest confidence.
• We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
• We will always explain paperwork to you in a way you understand and support our advice with timely, easy-to-comprehend documentation.

Our Commitment to You

At TM Financial Planning, we're dedicated to providing exceptional service to our clients. We believe that our commitment to you is built on six key principles:

• We will always endeavour to explain the service we provide, the true cost, benefits, and consequences of any product or service you buy from us.
• We will ask a number of questions to fully understand your circumstances, needs, and budget.
• Your personal information will always be treated in the strictest confidence.
• We will strive to make strong relationships with product and service providers to ensure they mirror our commitment to you.
• We will always explain paperwork to you in a way you understand and support our advice with timely, easy-to-comprehend documentation.
• On occasions, we may charge a fee for our services. We promise that it will be reasonable and justifiable.

Our Mission

At TM Financial Planning, our mission is to provide exceptional financial advice and guidance to our clients, helping them achieve their financial goals and secure their financial future. We're committed to building strong relationships with our clients and Providing expert advice and guidance to help them achieve their financial goals.