TM Asset Management

Independent Financial Adviser  West Walk Building, Leicester, Leicestershire, LE1 7LT
First meeting at adviser's own cost
We are Chartered Financial Planners. Our core service proposition is Wealth Management but we also offer traditional financial advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
Matthew Raine Dip PFS
Financial Planner

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Tim Rodgers APFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
What our clients say
Matt is very personable , has a detailed working knowledge of the Pensions and Investment industry and is focused on getting good results for his clients.
David West, Leicester
Fab people, brillant advice.
Emma Cottis, Leicester
The most important thing I look for in a Financial Adviser is integrity and we have now had 9 years of experience with Matt and we trust his integrity 100%
Mr Rossiter, Leicester
I wanted to take my benefits from Aegon but I could not get a straight answer. Tim contacted Aegon on my behalf and reviewed the plan. Tim advised me to take the guaranteed annuity rate because of the generous annual increases. Very happy with the service, I would recommend to others.
Mr G K, Leicestershire
I needed to sort out my various pensions and savings plan. Tim reviewed all the documentation for each asset and discussed options and advised on the appropriate next steps and what would be in my best interests. Tim removed all the jargon and spoke in a very clear,simple to understand language that help in my decision making process. I feel that Tim fully understood my needs and the purpose of our appointment so there is nothing else that Tim could have done better.
Sharon, Leiestershire
I was looking for assistance with the administration of my trust. Very straightforward approach. Happy to recommend.
David Boon, Leicestershire
Partner and I are in our mid 50s and wanted to understand our pension position and if necessary take steps to plan appropriately for our retirement with a view to (hopefully) retiring at 65, before we are eligible for the state pension. Firstly, Tim put us at ease. He helped us to consider and arrive at a figure that we believed we would require at retirement. He then reviewed the various bits of pensions we had from the documents we had brought with us and advised us appropriately. Basically for no fee whatsoever, we identified that we did not need to do anything at this moment. However, we have identified someone we are very confident about using in the future. The outcome has been beyond our expectations as we now know we don't need to do anything and to learn this was free of charge. Tim could not have done anything more that would have improved our experience at the meeting, nor the valuable advice received. It was all just perfect, even down to being able to park right outside.
Eve, Leicestershire
About us

Proudly based within the office of a large regional accountant just off New Walk in the centre of Leicester. We work with three groups : 1. People who are close to or post retirement. Helping them plan their finances effectively to ensure a financially comfortable retirement 2. Business owners. Helping them to plan their finances leaving them free to do what they do best, build a successful business 3. Families. Helping you plan for your children's financial future, whilst ensuring you can still achieve your own financial goals.
We are a Chartered Firm of Financial Planners shortlisted for Financial Adviser of the year in Midlands and East Anglia by Professional Adviser Magazine in 2016.
Vistor parking right outside the front door and step free access from the car park.

Our services

Our core service is Wealth Management. We devise strategies for our clients and ensure they are regularly reviewed.
Our investment philosophy is based on research by some of the world’s top academics and investment houses.
Our competitive advantage is based upon state of the art technology and a personalised client service proposition that delivers peace of mind. Our team experience promotes creativity and open communication, resulting in happier, wealthier clients.
Only the UK's premier financial planning firms qualify for Chartered status. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.

Where to find us
Head office address: West Walk Building, 110 Regent Road, Leicester, Leicestershire, LE1 7LT
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 0.37 mi
I’m not your typical Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
 
Independent Financial Adviser 0.37 mi
We show you the future so you can make the right decisions now. Get in touch today for your free financial plan.
 
Independent Financial Adviser 0.43 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.
 
Restricted - whole of market 0.68 mi
Mark Briggs is a diploma qualified financial adviser he lives in Leicester and could be your local adviser.