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Welcome to TMS Financial Solutions Limited
Independent Financial Advisers

TMS was established in 1986, since when the Company has grown constantly and is now acknowledged as one of the region’s foremost providers of independent financial advice.

Our aim is to provide a professional, friendly and comprehensive service to all of our clients. At the core of our business is the principle to “Treat Customers Fairly”. This principle runs through our business from the initial advice process to the day to day servicing. We strive to provide advice you can trust.

If you have any questions or comments, then please get in touch. We would be delighted to hear from you.

Investment Planning

Our aim is to recommend investments best suited to your needs and risk tolerance. After an analysis of your situation and in-depth research we will recommend investments that we believe will be best suited to meet your requirements and match your agreed risk profile.

 

Pension Planning

Whether saving for, or generating income in, retirement we can help you navigate the various options available. We have in-house experts to give advice on all aspects of Pension Planning.

 

Services

• Investment Planning
• Retirement Planning
• Trustee Investment
• Inheritance Tax Planning
• Long Term Care
• Life Assurance
• Holistic Financial Planning

Learn More

 
 
House Prices
As at Jul/08
Avg. £177351
Index -8.80%
Src: Halifax Group
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Bank Base Rate
As at Aug/08
Rate 5.00%
Src: Bank of Eng.
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Retail Prices
As at Jun/08
Index 4.60%
Src: HM Treasury
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This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Please ensure you read our User Terms, Key Facts and Privacy statement.

TMS Financial Solutions Limited is authorised and regulated by The Financial Services Authority. TMS Financial Solutions Limited is entered on the FSA register (www.fsa.gov.uk/register/) under reference 116346.
The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

TMS Financial Solutions Limited is registered at 46 Causewayhead, Penzance, Cornwall, TR18 2SS and trades under the same name. The registration number is 2001143.


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