A team of financial planning experts offering a professional paraplanning service to financial advisors

Testimonials

David Keddie, Partner, St. James’s Place

I have used T&M on numerous occasions and have found their Paraplanners very helpful and knowledgeable. T&M is an integral part of my business support function.

Paru Amin, Partner, St. James’s Place

I have found my dealings with T&M to be supportive, efficient and professional. They are an invaluable experienced back-up team in our practice.

Graham Foote, Senior Partner, St. James’s Place

I am very happy with the service offered by T&M. The excellent administration team are always efficient and the Paraplanners are knowledgeable and responsive to queries. They have enabled me to concentrate on face to face meetings with clients rather than administration.

Sarah Hughes, Senior Partner, St. James’s Place

We are very pleased with the service levels and professionalism of T&M. We find that Debbie Street (Office Manager) is excellent, always helpful and she goes the extra mile. We have never been let down. The service they provide lightens our workload therefore generating more business for the practice and also allows us a safety valve when there is unexpected high volume of business or when we need holiday cover.