TP Financial Solutions - Morecambe

Address: 19 Marine Rd W, West End, Morecambe LA3 1BU, United Kingdom.
Phone: 1524920015.
Website: tpfinancialsolutions.co.uk
Specialties: Financial planner, Financial consultant, Insurance broker, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 76 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of TP Financial Solutions

TP Financial Solutions 19 Marine Rd W, West End, Morecambe LA3 1BU, United Kingdom

☎️1524920015

⏰ Open Hours of TP Financial Solutions

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

TP Financial Solutions

TP Financial Solutions, located at 19 Marine Rd W, West End, Morecambe LA3 1BU, United Kingdom, is a reputable financial services company that offers a wide range of specialized services to its clients. The company can be contacted via phone at 1524920015 or through their website, tpfinancialsolutions.co.uk. TP Financial Solutions is known for its expertise in financial planning, consulting, insurance brokering, and investment services, making them a one-stop solution for all financial needs.

In addition to their exceptional services, TP Financial Solutions is committed to providing a comfortable and inclusive environment for their clients. The company is wheelchair-accessible, with a designated parking spot, entrance, and toilet. They also pride themselves on being a women-owned business and are LGBTQ+ friendly, including being a transgender safe space. Online appointments are available for added convenience.

TP Financial Solutions has received overwhelmingly positive feedback from its clients, with a 5-star average rating based on 76 reviews on Google My Business. Many customers have praised the company for its helpful and knowledgeable staff, as well as its refreshing and comfortable atmosphere. One reviewer mentioned attending sessions with Tarnia, which they found both interesting and valuable. Another client highlighted the breadth of expertise and knowledge offered by the company, stating that they believe in paying for the services provided. Overall, TP Financial Solutions has earned a stellar reputation for delivering exceptional financial services and creating a welcoming environment for all their clients.

Specialties and Services

Financial planner
Financial consultant
Insurance broker
Investment service

👍 Reviews of TP Financial Solutions

Judith C.

5/5

Very interesting and helpful sessions with Tarnia in excellent office and later by Zoom.
Made to feel extremely comfortable by the owners of this refreshing business.
I haven't followed up on all the recommendations but I have plumped for one.
Time will tell!
Using a service like this is not what you'd call inexpensive but I am a firm believer in paying for breadth of expertise and knowledge that I couldn't possibly acquire for myself.
Recommended.

Emily W.

5/5

Really happy with the service I received from TP Financial Solutions. After I made an enquiry, I had an initial phone call with Tarnia who was informative and honest. I had no idea about finances so she kept everything plan and simple - I learnt more in 15 minutes than I have in 6-years in business. Once she's made her recommendations and I'd choose to move forward, we had another call, and then we were done. Simple. I feel really positive and confident my money is in the best possible hands. I would highly recommend!

Helen T.

5/5

We were recommended to go to TP Financial Solutions by a friend. We needed advice and direction regarding consolidating our pensions. What a fabulous service provided by Tarnia from accommodating us regarding appointments to sorting our pension issues and pointing us in the right direction. Would highly recommend the team for all financial help.

Glenys M.

5/5

We got in touch with TP Financial services because it was local and we needed to sort out our pensions and financial situation.

From the first meeting with Tarnia, we both felt at ease and impressed with her knowledge, understanding, patience and support.

She has helped us all the way, thoroughly explaining every process in an easy to understand way, and giving regular updates.

We will continue to highly recommend T P Financial Services to our friends and family.

Thank you Tarnia for simplifying everything.

Phil

Yvonne G.

5/5

Having read reviews from other customers we decided to see what TP Financial could do for us, as both of us were wanting to combine several pensions together. Tarnia was the most helpful and informative person you could ever wish for. Right from the start she put us at ease and explained everything to us in a language we could understand. This enabled us to make the decision to proceed and having moved forward the service we have received and are getting is absolutely fantastic. We have been kept informed all along and Tarnia is just a call away should we need her. Very professional and friendly service that we highly recommend to everyone. Thanks Tarnia for looking after us !

Rosie H.

5/5

TP Financial Solutions came highly recommended to me . Having used their services I totally understand why . Annabel has been amazing going above and beyond to help me with my financial situation. I would definitely recommend TP solutions and would not hesitate to use them again .

Tracey L.

5/5

I approached TP Finicial Solutions to help me navigate my pension options. From the start the service they provide is exceptional , profesional , person centered and friendly. Tarnia took the time to explain everything clearly and provided tailored advice that alligned to my wishes for the future. There was never any time pressure and everything was explained and my questions answered and nothing was to much trouble.Tarnia was clear all the way through regarding costings and there was no hidden costs. They also provide a welcoming hospitable office environment and plenty of free parking available nearby. The whole experience was comfortable and I have come away with a well structured considered pension plan with the opportunity to check in for further advice over the years to come. I would highly recommend to anyone looking for expert reliable pension advice this is certainly the place to go.

deborah D.

5/5

We have recently used the services of TP Financial Solutions and dealt with Annabel Lumsden. The whole process has made a difficult financial situation very straightforward. Annabel has been professional and very knowledgeable. She has kept us informed regularly and has been super efficient. I would have no hesitation in recommending!