Tom French & Associates
Plymouth
Description
Tom French & Associates are highly experienced at developing profitable and client focussed professional relationships. Working closely with solicitors, accountants and estate agents from across the West Country we provide linked solutions that ensure our clients interests are met at every stage.
Specialist advice
In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.
Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.
We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. All our advisers are well qualified and experienced, we have individual specialists who will be able to help with your specific area and if you would like to have a free initial consultation then please contact our Plymouth Office 01752 347070 or St Austell office 01726 72260.mortgages, insurance, savings, pensions, investments, independant financial advice. Commercial & Residential Mortgages, Employee Benefits, Lump Sum Investments, Estate Planning, Portfolio Management, Pensions - Group, Individual, Stakeholder & Transfers, Individual, Group, Shareholder & Key Person Protection, Tax Planning - Individual & Business. Tom French & Associates is located in the Plymouth area of Plymouth. There are at least 10 other listings in the PL7 postcode area. Accountants in Plymouth PL7Number of Employees: 11-50
