TM Financial Planning

A Holistic Approach to Wealth Management

At TM Financial Planning, we believe in the power of Personal Lifetime Planning to secure your financial future. With over 30 years of experience, our team of qualified financial advisors works with individuals and businesses in Belfast, Northern Ireland, to develop tailored plans that cater to their unique needs and aspirations.

1. Pension & Retirement Planning

We assist you in crafting a comprehensive retirement strategy that aligns with your goals and risk tolerance. Our services include:

• Pension review and analysis
• Retirement planning goals setting
• Investment and savings recommendations
• Retirement income planning

2. Investment & Savings Guidance

We help you navigate the complexities of investing and saving by:

• Reviewing your existing portfolio
• Recommending suitable investment and savings products
• Developing a personalized investment plan
• Monitoring and reviewing your portfolio performance

3. Individual Protection Planning

We take a holistic approach to financial planning by addressing individual protection needs such as:

• Assessing your risk exposure
• Recommending appropriate life cover, critical illness insurance, and income protection
• Planning for family income security in the event of unforeseen circumstances

4. Family & Business Planning

We understand the unique financial needs of families and businesses. Our services include:

• Succession planning for families
• Employee benefits review and optimization for businesses
• Risk management strategies for both individuals and businesses

5. Mortgage Protection & Financial Reviews

We can also assist you with:

• Reviewing your mortgage and exploring potential mitigation strategies
• Providing guidance on other areas of your financial life to maximize your financial wellbeing

Why Choose TM Financial Planning?

Our commitment to our clients is reflected in our:

• Individualized approach: We take the time to understand your unique needs and goals.
• Holistic perspective: We consider all aspects of your financial life to develop a comprehensive plan.
• Transparent communication: We provide clear and concise explanations of our recommendations and the reasoning behind them.
• Ongoing support: We are committed to working with you over the long term to ensure your financial security and success.