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We’re Trusted Financial Experts

Financial strategies for life, for both individuals and entrepreneurs.


See How We Stack Up

We look forward to getting to know you a bit more. Before we do, here's a little more information about us.

Trusted

Our clients and their families trust us to give expert and unbiased advice and create dynamic strategies to help them realise their financial goals.

Different

We stand out from the crowd, confidently delivering a service that reaches beyond the industry standard and the expectation of our clients.

Inspired

We use our knowledge and experience to provide you with a unique and flexible solution to help you realise your goals.

Leadership

Pamela Murphy

Partner - Investment & Financial Planning Strategies

Pamela is known for challenging the status quo and seeking products and services for TMFP’s clients that will make a real difference to their financial wealth. Pamela has experience working on complex financial planning strategies and with clients going through big changes, such as divorce and bereavement. Pamela is also a voice for TMFP and is passionate about driving change in the financial services industry.

Annette Hender

Partner - Managing Partner

Annette has 20 years experience in the industry and is a qualified Chartered Financial Planner. Annette’s passion is about driving up standards in the financial services industry and creating an environment where financial service professionals can grow and thrive, supporting clients to take control of and improve their financial health.

Core Team

The entire TMFP team has been built from people who share the same values and ethics and a shared goal to deliver beyond industry standard and client expectation.

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Helen Ross

Finance and Infrastructure Manager

Helen is responsible for the ongoing financial stability of TMFP and providing a safe, pleasant and secure home for the TMFP family. Helen also works closely with IT providers to ensure the team have cutting edge technology at their fingertips.

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Caroline Stone

Head of Service Delivery

Former paralegal Caroline assists the Partners with technical analysis and research for our most complex cases. Caroline also supports our service delivery team in their training and development to ensure each of our clients receives a first-rate service

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Claire Harlow

Chartered Financial Planner

Claire focuses on building trusted, long term relationships with clients, delivering a bespoke and friendly service. She is experienced in working with professionals with legal and accountancy backgrounds.

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Adam Kittredge

Chartered Financial Planner

Adam is our expert on cash flow modelling for clients with long-term income needs.

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Faraz Rahman

Chartered Financial Planner

Faraz is our in-house expert in pensions administration and the more technical aspects of defined benefit pension schemes.

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Jana Laville

Mortgage and Protection Adviser

Jana is our property and finance expert and makes buying a property or renegotiating finance a stress free experience.

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Nathan Fowles

Financial Planner

Nathan is an Ex Professional Rugby Player and client of TMFP. Having seen both sides of the coin he is determined to help support clients on their financial journey.

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Lisa Annetts

Paraplanner

Lisa works with TMFP’s Financial Planners to ensure they have the research and technical analysis they need at their fingertips.

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Dan Jewell

Paraplanner

Dan supports our Financial Planners with technical analysis and research. He is passionate about providing our clients with a unique and unparalleled service.

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Robert Hancock

Paraplanner

Rob is passionate about delivering excellent customer service and strives to maintain TMFP’s high standards.

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Emma Bolam

Paraplanner

Emma started her career with TMFP as a Client Review Co-ordinator and has worked her way up to become a Paraplanner. She is a dedicated individual who strives to produce high quality work with outcomes which are in the client’s best interest.

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Kat Tammerova

Client Services Manager

Kat is one of our most experienced members of staff who works tirelessly to support all aspects of the recommendations made to meet our clients financial needs.

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Val Goode

Client Services Manager

Val has worked in the Financial Planning sector for over twenty years. She strives to always achieve the best for our clients.

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Kelly Hunt

Client Services Manager

Kelly has a wealth of experience in the financial services industry, with over 20 years knowledge as a high-level administrator. She is focussed on ensuring the best possible client experience with a strong, friendly and helpful attitude and always with a smile.

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Alison Nevile

Client Review Co-ordinator

With a background in HR & accounts/payroll, Alison thrives in a team environment and constantly endeavours to provide first-rate support to her colleagues and TMFP’s clients.

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Claire Leese

Client Review Co-ordinator

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Tina Harris

Client Review Co-ordinator

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Julie Souch

Management Support Administrator

Julie supports the Managing Partner with HR and Compliance Administration to deliver a first class service.

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Nina Dennis

Compliance Administrator

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Rosie Pye

Finance & Data Management Administrator

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Sam Wilding

Office Administrator/Receptionist

Join Us

 

Think you’d fit in? Then we’d love to hear from you.




Join Our Team

Contact us for help with your finances.

Call 01372 466 790 or Make an Appointment