About TM Asset Management

We are an Independent Chartered Financial Planning firm based in Leicester. The first consultantion is free, please call us or Press the "make an enquiry button"
Based within the office of a large regional accountant just off New Walk in the centre of Leicester. We work with three groups of people: 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.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group risk
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

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