Welcome to TB Asset Management Independent Financial Advisers in Saffron Walden, Essex

Our aim is to give clients the peace of mind that comes from making well-informed decisions and a sense of control over their financial journey through the stages of their life.

We do this by getting to know what you want out of life and what the financial requirements might be to achieve these goals.

Such goals are rarely achieved by accident, more usually by design.

We offer a ‘discovery’ meeting, held at our expense, to establish whether we can provide the value you want from a financial adviser.

When engaged, we will create a plan for your journey that anticipates and caters for key events along the way.

We keep working with you to review and refine your plan ensuring it remains relevant as circumstances arise.

My Portfolio

Monitor the performance of your investments on a wide range of platforms.

Platforms

TB Personal Finance Portal

Access your secure client portal for messaging and document sharing and so much more.

Client Portal

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Get instant conveyancing and insurance quotes.

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