Personal Financial Services | Pensions & Cover | TC Group

Personal Financial Services

personal financial services

At TC Group, we can help with a variety of personal financial services, life insurance, and critical illness insurance, as well as helping arrange pensions and investments.

Working with us gives you the benefit of a broad view of your legal and financial situation that not only considers the immediate effects of major life events and legal changes, but also their impact on your tax position.

Using technical know-how and our teams’ extensive experience, we’ll take away the pressures of managing these matters.

Whatever legal process you’re going through, we’ll be by your side as your trusted partner and advisor.

CRITICAL ILLNESS INSURANCE

Get peace of mind for you and your loved ones with guidance on critical illness plans.

LIFE INSURANCE

Secure your family’s financial future with our support in setting up a life insurance plan.

INVESTMENTS

Our Investment planning service is all-encompassing, providing individuals, families, entrepreneurs, businesses, trusts, and charities with a bespoke and tailored service.

PENSIONS

When it comes to planning for retirement, we have more choices than ever before. Our Retirement Planning service can help you build the wealth you need to achieve the retirement you deserve.

FREE no-obligation consultation

For more information about Personal Financial Services, please contact us to arrange a free consultation.

Contact us

the financial services team

Simon Perkins

Head of Financial Planning

Jem Turrell

Independent Financial Advisor

Charlotte French

Chartered Independent Financial Planner

Cheryl Shires

Senior Paraplanner

Jackie Fagelman

Independent Financial Advisor

Mark Brett

Independent Financial Advisor

Sam Whatsize

Independent Financial Advisor