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.

Alan Jackson, Senior Partner, St. James’s Place

I have always found the expertise of the T&M team absolutely top notch and beyond peer. I have worked with T&M for over 10 years and have always taken comfort from the fact that my advice to clients has been based on the due diligence and painstaking detailed work T&M has done. All of the T&M Paraplanners I have worked with are tenacious, prompt, quick to return calls and willing to work outside the box to help me get my cases cleared. They are always very pleasant and cheerful to work with, and have a 'can do' attitude. Value for money is important to me and I have always felt that I should pay for work which I do not have the time or possess the skill to do myself, safe in the knowledge that outsourcing this work to specialists also adds a further layer of protection for myself and St. James’s Place. Overall my 'cost of sale' is always very competitive. In summary, it is clear to me that my business practice will absolutely not have grown to its current size without T&Ms contribution over these past 10 years.

William Harrison, The David Penney Practice, Senior Partner Practice of St. James's Place

Outsourcing our paraplanning work to T&M has made a big difference to our business, enabling us to concentrate our efforts on servicing clients and growing our business, whilst having the peace of mind in knowing that we can rely on T&M’s friendly and efficient staff to tackle the documentation requirements across a wide range of financial planning areas.

John Porter, Senior Partner, St. James's Place

T&M have provided me with a rounded, professional paraplanning service for more than 12 years. I made a decision at that time to outsource all of my pre-approval paraplanning to T&M, and it freed me up to concentrate on what I do best – client development and servicing. This decision provided real leverage in my business, and enabled me to go on to achieve higher levels of production.

I cannot thank the team at T&M enough for their outstanding professionalism and service. They are a pleasure to deal with.