TC Financial Planning Ltd

Increase your wealth and secure your future

TC Financial Planning Ltd, is an independent business to TC Group, providing regulated financial advice and services to the same high quality and commitment to professional excellence.

We understand that our advice needs to be as individual as you are, designed to fit around your lifestyle, family life and your business. TC Financial Planning will provide the specialist advice that will help you achieve your individual future plans which will be tailored to your unique circumstances.

What Sets us apart?

We pride ourselves on our trusted relationship approach with clients, after all it’s a personal service that you need.

Our advice will be completely independent. We never lose sight of the fact that it is our clients who help shape our company and make it the success it is today.

We identify and prioritise our clients objectives to provide a clear strategy now and in to the future.

It’s about looking at the whole picture to really understand all aspects of your personal and working life, and a commitment and passion to provide the most appropriate financial advice and support, backed up with regular contact.

Dealing with the financial matters that are important to you

  • Maintaining your lifestyle
  • Growing and preserving your capital
  • Removing risk
  • Protecting your assets and family estate
  • Supporting your business and professional interests
  • Managing and reducing tax

TC Group Financial Planning LLP provides independent financial planning and mortgage advice alongside TC Financial Planning Ltd

Protection and Assurance
Investment Planning
Mortgages*
Estate Planning**
Retirement Planning
Tax & Trusts**
Long Term Care
Equity Release

* Mortgage services provided by TC Group Financial Planning LLP

** The Financial Conduct Authority (FCA) does not regulate advice and services for some forms of mortgages, estate planning, tax and trusts

Company Pensions
Auto- enrolment
Employee benefits- Private Medical Cover / Death In Service
Company Investments
Company Share Protection
Key Person Protection

Contacting TC Financial Planning

If you would like to meet with a professional adviser from TC Financial Planning please contact:

Simon Perkins, Chartered Financial Planner APFS

Director of Financial Planning
Independent Financial Adviser

0330 088 7111
SimonPerkins@tcfinancialplanning.co.uk 

If you would like to meet with a professional adviser for mortgage advice please contact:

Sam Naylor, DipPFS, Cert SMP, Certs CII(MP & ER)

Head of Mortgage and Protection
Independent Mortgage and Protection Adviser

0330 088 7111
Sam.naylor@tcfinancialplanning.co.uk 

TC Financial Planning Limited and TC Group Financial Planning LLP are Appointed Representatives of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Firm Reference No 487395.

Vision Independent Financial Planning Ltd are a Network who provide us with regulatory support and compliance services.

TC Financial Planning Ltd is registered in England and Wales registration number: 11561419 Registered Office: 3 Acorn Business Centre, Northarbour Road, Cosham, Portsmouth, Hampshire PO6 3TH

TC Group Financial Planning LLP is registered in England and Wales partnership number: OC427088 Registered Office: 3 Acorn Business Centre, Northarbour Road, Cosham, Portsmouth, Hampshire PO6 3TH

The guidance or information contained on the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK.