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.

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CRITICAL ILLNESS INSURANCE

Get peace of mind for you and your loved ones with guidance on critical illness plans.

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LIFE INSURANCE

Secure your family’s financial future with our support in setting up a life insurance plan.

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INVESTMENTS

Our Investment planning service is all-encompassing, providing individuals, families, entrepreneurs, businesses, trusts, and charities with a bespoke and tailored service.

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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.

Pensions

Pension legislation is changing, and these changes could have an impact on your financial plans. From April 2027, pensions are set to form part of an individual’s estate, potentially increasing inheritance tax liabilities for those exceeding, or close to exceeding, their available allowances.
The good news is that planning ahead can make a real difference. With the right financial plan in place, you can better manage these changes and help protect more of your pension fund from inheritance tax and income tax.
Our financial advisors are highly experienced in inheritance tax and wider financial planning. Get in touch for a no-obligation conversation to discuss your financial goals.
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FREE no-obligation consultation

For more information about Personal Financial Services, please contact us to arrange a free consultation.

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Our Services & Client Agreements

TC Financial Planning Ltd

TC Group Financial Planning LLP

Privacy Policy

 

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: The Courtyard, Shoreham Road, Upper Beeding, Steyning, West Sussex, BN44 3TN.

TC Group Financial Planning LLP is registered in England and Wales partnership number: OC427088 Registered Office: The Courtyard, Shoreham Road, Upper Beeding, Steyning, West Sussex, BN44 3TN.

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