TP Financial Solutions - Morecambe

Address: 19 Marine Rd W, West End, Morecambe LA3 1BU.
Phone: 01524920015.
Website: tpfinancialsolutions.co.uk
Specialties: Financial planner, Financial Advisor, 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.
Opinions: This company has 72 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of TP Financial Solutions

☎️01524920015

⏰ 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

Introduction to TP Financial Solutions

TP Financial Solutions is a highly reputed financial services company located at 19 Marine Rd W, West End, Morecambe LA3 1BU. The company, which is owned by a woman, offers a wide range of services including financial planning, financial advice, insurance brokerage, and investment services. Their phone number is 01524920015, and their website can be found at tpfinancialsolutions.co.uk.

Specialties and Services

Specializing in financial planning, financial advice, insurance brokerage, and investment services, TP Financial Solutions is dedicated to helping their clients achieve their financial goals. They understand the importance of financial security and strive to provide tailored solutions to suit individual needs.

Other Points of Interest

Online appointments are available, making it convenient for clients to schedule meetings at a time that suits them.
On-site services are provided, ensuring that clients receive personalized attention and support.
The facility offers a wheelchair-accessible car park, entrance, and toilet, ensuring accessibility for all clients.
TP Financial Solutions prides itself on being an LGBTQ+ friendly and Transgender safe space.
Appointment required before visiting the office.

Opinions and Reviews

TP Financial Solutions has garnered a strong reputation in the industry, with a 5/5 average rating based on 72 reviews on Google My Business. Clients appreciate the company's professional and personalized approach, with many praising the knowledge, patience, and support provided by their advisors. For instance, one satisfied customer, Phil, shared his experience:

"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"

Such positive feedback highlights the effectiveness of TP Financial Solutions in addressing their clients' needs and helping them achieve their financial goals.

Final Recommendation

If you are seeking a reliable and professional financial services provider who puts their clients' needs first, TP Financial Solutions stands out as an excellent choice. Their dedication to providing tailored solutions, combined with their commitment to accessibility and a welcoming environment, makes them a top contender in the industry.

To learn more about their services and how they can help you achieve your financial goals, visit their website at tpfinancialsolutions.co.uk or contact them directly at 01524920015.

👍 Reviews of TP Financial Solutions

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

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!

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 .

Roda O.

5/5

Five Star Service! Went to see Tarnia for financial advice on pensions and investments and she tailored everything to suit our needs and explained all options in a simple and easy to understand way. Everyone at the office was super friendly and the ambience very lovely and calming. I definitely recommend her services.

Jimmy D.

5/5

Tarnia and the team at TP Financial Solutions have gone above and beyond my expectations. I didn't have a clue about what to do with my pension savings, they were taken care of by the team and they explained everything to me in layman terms.
I would not hesitate to recommend TF Financial Solutions to my colleagues and friends and family.
Outstanding service

Jennifer B.

5/5

Professional and efficient service, with a friendly team. They made the process of assessing and setting up my relevant policy so easy and painless, I wish I'd done it sooner! Would highly recommend TP Financial Solutions.

Janet T.

5/5

Both myself and my husband have been clients of TP Financial Solutions for the past few years. We have always received professional, friendly help and advice regarding our investments and I can highly recommend them to others.