Wealth Management

TP Financial Solutions is owned by wife team, Annabel and Tarnia. They have a passion for friendly, down-to-earth advice that is available to everyone. They can advise you on pensions, investments, and protection.

Annabel advises on pensions and investments and is committed to looking at the ‘big picture’ so that decisions made about your finances complement your goals. She can advise you on saving for your future, investing for income, reviewing old pensions, setting up new pensions, tax planning and passing on your wealth to the next generation.

Keeping things simple in a complex and ever-changing landscape, starts with an open conversation about you and your goals. We will make sure we make the most of what you already have in place, fill any gaps that we might find in your planning, and give you peace of mind for your present and your future.

When not in the office looking after their clients, Annabel and Tarnia can be found enjoying the great outdoors with their two daughters where they live and work in the glorious Morecambe Bay.