About TB Asset Management
TB Asset Management is an independent financial services firm so we review the whole market to ensure our clients benefit from a ‘best of breed’ approach to the solutions we recommend.
Every individual client and business is unique. We pride ourselves on taking the time to understand our clients and tailoring our advice regarding financial, investment and service solutions to match their needs and wants.
Our highly qualified advisers have over 20 years’ experience and undergo continuous professional development to ensure our advice remains up to date with all developments in the financial services arena. They are supported by a team who have also worked for many years in the profession and we are all dedicated to dealing with all your enquiries in a prompt and friendly manner, whatever the nature of your query.
We want to guide you on your financial journey through the stages of your life. We do this by getting to know what you want out of life and what the financial requirements might be to achieve your goals. We keep working with you to review and refine your plan ensuring it remains relevant as circumstances arise during your journey.
We are based in Saffron Walden, Essex which is conveniently located for many areas of the south-east.
Our main point of contact is
David Smith
Director
David has been providing financial advice to his clients since 1987 and has developed strong professional bonds with many of them. He has achieved the coveted status of ‘Chartered Financial Planner’ to demonstrate his knowledge and experience.
David is a huge sports fan, attending regular Premiership football games and fitting in a round of golf, when time allows.
David also enjoys travelling the world with his wife Paulette.
david@tbassetmanagement.co.uk 01799 525407