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.
the financial services team
Simon Perkins
Head of Financial Planning
- [0330 088 7111](tel:0330 088 7111)
- SimonPerkins@tcfinancialplanning.co.uk
Jem Turrell
Independent Financial Advisor
- [01202 483341](tel:01202 483341)
- JemTurrell@tcfinancialplanning.co.uk
Charlotte French
Chartered Independent Financial Planner
- [01903 816699](tel:01903 816699)
- CharlotteFrench@tcfinancialplanning.co.uk
Cheryl Shires
Senior Paraplanner
- [0330 088 7111](tel:0330 088 7111)
- CherylShires@tcfinancialplanning.co.uk
Jackie Fagelman
Independent Financial Advisor
- [0330 088 7111](tel:0330 088 7111)
- JackieFagelman@tcfinancialplanning.co.uk
Mark Brett
Independent Financial Advisor
- [0191 2299666](tel:0191 2299666)
- [07446 995005](tel:07446 995005)
- MarkBrett@tcfinancialplanning.co.uk
Sam Whatsize
Independent Financial Advisor
- [01332 258 700](tel:01332 258 700)
- [07784 075155](tel:07784 075155)
- Samwhatsize@tcfinancialplanning.co.uk