Financial Planning

Personal Financial Planning

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We’re here to help our clients make the most of their financial investments. We do that by getting to know each of them personally. That way, we can ensure that we give not only the most appropriate advice, but also make sure that our recommendations are bespoke and tailored to individual needs

Whether you are looking to grow investments ahead of your retirement, or wish to build a nest egg for the future, we can help you.

We can offer a range of different solutions to cater for cautious, moderate risk and adventurous investors.

Whatever your personal circumstances and requirements you can trust Telford Mann to care about you and your money.

If you would like to speak to someone from our financial planning team fill out the form below.

We Can Help You With All Your Personal Financial Planning Needs

    Investments for the Elderly

     

    Telford Mann are specialists in Investment Planning for the Elderly. You can rely on us to look after your investments safely and securely.

    Investments for the Elderly

    Investments

     

    If you are not getting satisfactory returns on your savings and investments, let us help you. Our clients rely on us to make the right decisions about their money.

    Investment Planning

    Pensions

     

    Pensions Planning for Individuals. Whether you need advice on your existing pension arrangements or are looking to start saving for your retirement, Telford Mann can help you achieve your objectives.

    Pensions Planning

    Tax Planning

     

    If you are paying too much tax, let us help you. Income Tax, Corporation Tax, Capital Gains Tax and Inheritance Tax can all be reduced with the benefit of careful planning.

    Tax Planning

Client Testimonials

I am deeply grateful to Telford Mann for the first class service provided over the last 10 years.

Helen

Placing our trust in Telford Mann was simply the best decision that we made with regard to our parents’ estate.

Keith

The team at Telford Mann have given us an exceptional service for over ten years.

Rob and Lorna

We decided to approach Telford Mann initially, as we needed some advice regarding our mortgage, savings and pension options.

Simon & Rachael
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If you would like to talk to one of our planners, please fill in the form below and we will be in touch within 24 hours.