About Us

About Telford Mann

We are a firm of Chartered Financial Planners and Discretionary Investment Managers

Telford Mann Pensions & Investments was originally founded in 1988, by Moore Stephens Chartered Accountants, although we are now independently owned. From our offices in Kettering, Northamptonshire, we manage funds in excess of £550m for more than 2500 clients.  We also have offices in Northampton, Corby and Peterborough providing advice and ongoing service to clients in Oakham, Rutland & Leicestershire, Stamford, Lincolnshire, Peterborough & Cambridgeshire.

Our team of Chartered Financial Planners are on hand to provide pensions advice, for those approaching retirement and perhaps wanting to consolidate their funds. We provide drawdown advice as well as other types of retirement advice. We also provide investment advice and help clients to invest in ISAs stocks and shares and investment funds.

Discretionary Investment Management

Our in-house, Discretionary Investment Management Service was launched in 2006.  It has successfully navigated its way through the financial crisis and various other economic and political events. Throughout this delivering reliable benchmark beating returns.

We invest heavily in training and developing our employees. All of our team members are committed to ongoing training and education, with the aspiration for all of our team to gain chartered status.

 

Chartered Financial Planners

The Chartered qualification is the highest achievable standard in our industry.  It is currently held by less than 15% of those who work in our industry. With our help and support; we expect our team to become Chartered Financial Planners. Take a look at Our People.

Our objective is to work with our clients ‘for life’. If you decide to employ us we will charge you for the work we do for you on an ‘as we go’ basis. This will continue for as long as you are happy to maintain the relationship. We believe that if you are happy with the service and the investments returns that we achieve for you, then you will stick with us. Find out more about How We Work.

Our ethos is to consistently deliver a high-quality service, by employing the best people, trained to the highest standards, and offering unrivalled service to our customers at a price that is difficult to beat. To explore how our team of Chartered Financial Planners can help you get the most out of your money and investments Contact Us.

Watch this video from Jon Telford, Joint Managing Director at Telford Mann. Here Jon explains why he thinks Telford Mann is different from other Financial Advisors.

 

Our Brand Values

Client care

Our clients always come first, and we value personal relationships.

Smart thinking

The power of market knowledge and insight can never be underestimated.

Safe and trusted

We actively seek out talented, intelligent people and hone their skills and knowledge with ongoing professional development and qualifications.

Top class talent

Our clients rely on us to make the right decisions about their money. We’re trusted because we care.