T I C Financial Services (Uk) Limited

Independent Financial Adviser 8 China Street, Lancaster, Lancashire, LA1 1EX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Passionate about building long term relationships with our clients and delivering first class customer service.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Glenn Stevens DipPFS
Independent Financial Adviser
David Richmond DipPFS
Independent Financial Adviser
Paul Roome DipPFS
Independent Financial Adviser
Mark Ormerod DipPFS
Independent Financial Adviser
What our clients say
This is a recommendation for Paul Roome - TIC Financial Services (UK) Limited and in particular for Mark Ormerod. It is from me personally. Mark recently undertook a search for a new mortgage for me as I was wishing to move house. Despite a long and rather complex process with some difficulties and uncertainties; I have now moved and I am very settled in my new home. Mark not only sorted out my mortgage but gave excellent impartial advice on mortgage protection and sourced a comprehensive new policy which suited my current needs. All the TIC were friendly, efficient and effective when I contacted the office and ensured smooth communication through the whole process. I was always treated with the utmost courtesy and consideration. Many thanks to Paul Roome and his staff, in particular Mark Ormerod. I have already recommended you and TIC Financial Services (UK) Limited to friends who have also used your services.
Lynne Stafford, Chief Executive CancerCare, Lancaster
Where to find us

8 China Street, Lancaster, Lancashire, LA1 1EX

Make an enquiry
About us

TIC Financial Services (UK) Ltd is a local company with four vastly experienced advisers. Established in 2001 all our advisers come from a home service background that was built on building relationships. We pride ourselves in providing a personal and professional service in the comfort of your own home, work place, or at our offices.

Our services

At TIC we take great pride in the service we offer to clients both new and old. Our aim is to build long term relationships and be able to offer advice throughout their lifetime, whatever stage they may be at.

As Independent Financial Advisers we are able to provide impartial advice on all aspects of Investment Planning, pre and post Retirement Planning, Protection and Mortgages.

We aim to place our clients in an informed position which will then enable them to make informed decisions.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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