TIC Financial Services (UK) Ltd
8 China Street
Lancaster
LA1 1EX
Tel: 01524 5410511
Mob: 07889 289 916
Email: paul.roome@tic-financialservices.com
Most people need financial advice and planning at some point during their lifetime and the financial advisors at TIC Financial Services (UK) Ltd strive to clearly inform clients to enable them to make an informed decision for their financial needs.
Lancaster-based TIC Financial Services (UK) Ltd is a link between financial institutions and the customer and proactively advises and guides customers to reduce the stress of financial planning - making it a good choice for anyone needing financial advice.
TIC Financial Services can offer help and advice on services, including:
Financial Planning
Financial planning has become a complex and time-consuming part of daily life but the six financial advisers at the China Street practice can make financial planning hassle-free - dealing with companies on customers' behalves.
The financial advisers provide a transparent and professional service whether you require financial planning focussing on protection, pre and post retirement issues, investment advice, mortgages or Inheritance tax planning.
Some aspects of financial planning can be done without the help of an adviser, one such area would be life cover which tends to be price driven, but Paul Roome, Managing Director at TIC Financial Services (UK) Ltd, says people could find themselves having the cheapest offer but not the best plan for them.
He says: "Any type of investment that carries risk should have professional advice as an investment into what is perceived as a 'good' fund could lead to serious consequences if the volatility of that fund is higher than was first envisaged and there is a downturn in the market."
Personal Financial Service
Having a personal financial service, which gives individual solutions to individual needs can make a real difference to people's financial lives and at TIC Financial Services, customers can be rest assured that the financial service they provide will be beneficial to their finances.
Paul says: "we aim to put clients in an informed position in order for them to make an informed decision. As we are Independent, we are able to source the best outcome in every occasion."
Professional Financial Advisers Putting Customers First
The other financial advisers - as well as Paul - are Dave Richmond, Glenn Stevens, Mark Ormerod, George Moulder and Robert Rayworth.
They have all spent a great number of years working for 'home service' providers such as Prudential, Co-op and Britannic.
The 'home service' ethos is important to the advisers and 90 per cent of clients at TIC Financial Services (UK) Ltd get seen in the comfort of their own home at a time to suit them.
Customers financial plans and goals and attitudes towards investment will all be considered by the advisers, who will establish the areas of the customer's finances which need to be addressed. They will then research the market for the best companies and plans to meet the customer's needs.
Financial Advice In Your Own Home And Around The North West
Having advisers throughout the North West means that TIC Financial Services Ltd, which is authorised and regulated by the Financial Services Authority,can offer service to a wide geographical range.
TIC Financial Services (UK) Ltd
8 China Street
Lancaster
LA1 1EX
Tel: 01524 5410511
Mob: 074889 289916
Email: paul.roome@tic-financialservices.com
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