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

Testimonials

Mike Heelan, Senior Partner, St. James’s Place

T&M have provided me with a bespoke outstanding paraplanning service for many years. They have tailored themselves to my way of working and make me secure in my advice. The Paraplanners are professional and extremely helpful. Being a sole trader they also offer a buffer to compliance and are happy to engage with me in providing solutions for clients. They are always at the forefront of changes to systems and procedures within St. James’s Place and provide top value for money. I would recommend them to anyone.