22 October 2014

Welcome to TMS Financial Solutions Ltd

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 financial planning 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.

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.

Our Services include:

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

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms

The General Insurance Services made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.

Call our offices on the numbers below.

46 Causewayhead, Penzance, Cornwall TR18 2SS Tel: 01736 366355

79 Lemon Street, Truro, Cornwall. TR1 2PN Tel: 01872 223377

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