Testimonials

I wanted to make my money work harder for me. I had various pensions from different companies over the years. TB Asset Management consolidated as much as possible onto one financial platform, so it's much easier for me to keep track of where things stand. I was impressed with the diligence in investigating the best options for me and efficiency in sorting it all out. I felt very comfortable with the advice given.

Helen Stalker

TB Asset Management has successfully guided us through the daunting process of Pensions, Savings and Mortgages for many years. As we are busy running a business this leaves little time for Personal Financial Planning. Our finances are now streamlined with good growth and reviewed on a regular basis. Whereas before, everything was left to tick over resulting in poor performance.

Our children have been familiar with TB Asset Management from a young age and with their financial advice we have encouraged the children to invest for their future. Now they are arranging our daughter’s first mortgage. They have also helped my parents with a mis-sold pension with the successful outcome of providing a secure future in their retirement.

We thoroughly recommend the services of TB Asset Management in providing a complete and professional service through all stages of life.

Malcolm and Veronica Searle

I placed my financial affairs into the hands of TB Asset Management over six years ago and have never looked back. The level of not only their financial knowledge, but also of them knowing my needs and goals has helped tremendously in making my investments work for me. With the investment success that they have achieved for me, I have been able to move home and reduce my working hours so that I can enjoy life to the full.

Wendy Gray

I have benefited from the services of TB Asset Management since 2011. Advice supplied to me has been open, honest, directly tailored to my requirements and delivered in an individual manner that I am able to confidently comprehend. The professionalism and commitment provided from TB Asset Management in assisting me to understand and implement the core changes required to my finances to ensure my money becomes increasingly viable for the future has been first rate.

A high quality service has been consistently delivered to me and they have gone above and beyond normal service to address urgent issues at critical moments, often accommodating me at very short notice. Looking at where my finances were before using their services, TB Asset management have provided prudent planning, stability, security, centralisation and overall understanding across my entire portfolio to bring my finances together and their field of expertise extends across a broad spectrum.

I thoroughly recommend their comprehensive and significantly committed approach to anyone requiring any kind of restructure, re-adjustment or general advice when looking to improve their future investment possibilities.

Peter Herbert

TB Asset Management (in the person of David Smith) has guided me through two potentially financially hazardous problems- paying for my late parents' stay in a residential home, and the optimisation of my income in retirement. I've been made aware of the many issues which would have been completely over my head in the absence of expert advice, and am now free from any “if only I'd done it differently” regrets and uncertainties.

Colin Attenborough

We've used TB Asset Management for a number of years now and have known one of their financial advisers for many years previous to this. We have always found them to be extremely professional, knowledgeable, trustworthy and helpful in advising us on our mortgage, pensions and insurance policies.

TB Asset Management are an approachable and friendly firm, who have always provided us with a great service which has been adapted over the years to suit both our needs and those of our family. It has been a pleasure to work with TB Asset Management and we hope to be able to continue to do so for many years to come.

Becky and Kevin Eltridge

TB Asset Management have advised me on my pension and other financial arrangements for a good number of years now and have taken away the hassle from what was generally a stressful part of my existence. My pension, after having, sadly, been mismanaged by a series of financial advisers for far too long, is at last seeing a return and my savings are bobbing along as well as can be expected in a bear market. So I'm more than happy with the services rendered.

Catherine Jennings

My husband and I have been using TB Asset Management for many years and would highly recommend them in both personal and business matters. They are a friendly, trustworthy company who have guided us through many financial decisions in a stress-free, comprehensible manner.

They have always offered us great advice, and a supportive service and are always looking at new ways for us to make the most of our current investments going forward. We would both highly recommend TB Asset Management.

Jane and Gavin Pretious

We have been advised by Andrew McKay of TB Asset Management for at least the last ten years. Andrew was particularly helpful with advice regarding my mother’s estate and obtaining a Deed of Variation which was something we had no idea about. He has managed our savings and pension lump sum with portfolios that have been financially productive. The advice is always tailored precisely to our needs and presented in a way that we understand.

We wholeheartedly recommend them.

Glynn and Barbara Gorick

We have used TB Asset Management for several years to advise and manage our personal and more recently company finances. This has included advice on pensions, private investments, tax accountancy and general financial advice.

The service provided is extremely professional, while also personal to your individual requirements.

Acting with the highest level of integrity, it has been very important to receive such a strong level of trust and reassurance.

Adrian and Andrea Bevington