Financial Planning

Personal Financial Planning

Animated gif for financial planning

At Telford Mann we provide a service for individual financial planning in Northamptonshire and the surrounding counties. We’re here to help our clients make the most of their financial investments. We do this 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.

Our team of chartered financial advisers, across our four office locations are on hand to support you with your individual financial planning needs. Whether that be support with personal financial planning in Kettering, where you are looking to grow investments ahead of your retirement. Or alternatively, you wish to build a nest egg for the future and require advice on financial planning in Northamptonshire in our Northampton office. Our team are ready to support you in every way that we can.

We can offer a range of different solutions to cater for cautious, moderate risk and adventurous investors. Our chartered financial advisers will work to help you achieve your aims and objectives.

Whatever your personal circumstances and requirements you can trust Telford Mann to care about you and your money. We are ideally situated to help you with your financial planning in Northamptonshire, Leicestershire or Cambridgeshire.

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

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

Simon & Rachael

We have worked with Telford Mann for a number of years and we meet regularly with our adviser to review our circumstances and plan for the year ahead.

Graham and Emma

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

Keith
See all

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.