At TC Group you can have the best of all worlds when it comes to obtaining professional, personalised, comprehensive and independent financial planning advice.
TC Group Financial Planning LLP is an independent business to TC Group, one of the UK’s leading and most innovative accountancy firms.
This means that you can now benefit from a truly joined-up approach that offers not only first class financial planning and mortgage advice, but also expertise in tax and trusts, long-term investment planning and equity release.
More choice with less hassle.
So if you want to maintain and improve your lifestyle while growing and preserving your capital, give us a call to discuss your individual needs.
Simon Perkins: Director of TC Financial Planning Ltd
‘We believe that this new service offers clients unparalleled access to a wide range of expertise which represents a genuinely new and fresh approach to financial planning. Also our strong regional network means that we can provide a personal service tailored to individual needs.’
Sam Naylor: Head of Mortgage and Protection
‘It is about creating a single point from which people can access the most appropriate solutions for all of their financial and mortgage needs. Because of our strong links with TC Group we can work collaboratively to give clients the best opportunities.’
TC Group Financial Planning LLP is an Appointed Representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) Firm Reference No 487395.
The FCA does not regulate advice and services for some forms of mortgages, tax and trusts.
You might be interested in...
10 Jul 2026
How TC Group’s Jake Burton raised thousands to help fight dementia
After his grandad died, TC Group Holbeach’s Digital Development Manager and keen cricketer, Jake Burton, thought a good way to honour him would be to fundraise for Alzheimer’s Research UK. Five years on, he’s raised £67,000 and counting.
Decision Fatigue Is Not Weakness – It’s A Leadership Risk
Making constant decisions is taking its toll on business owners. Explore why decision fatigue happens and how to build clarity into everyday decision-making.
Why standing still in business is no longer an option
In a world where certainty is no longer the norm, the businesses that succeed are those that keep moving. Drawing on insights from 1,500 UK business leaders, Stephen Watts explores how leadership is evolving.
TC Group has given a clear signal of its commitment to the success of the region by moving its team to the heart of Bournemouth Christchurch and Poole (BCP).