Infinite Financial Planning Ltd
1 Twemlow Parade
Heysham
Morecambe
Lancashire
LA31PD
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(440703) Quilter Financial Services Ltd
(440718) Quilter Mortgage Planning Limited
We are Annabel Lumsden and Tarnia Elsworth.
TP Financial Solutions is based in the lovely seaside town of Heysham, near Morecambe and not far from Lancaster the nearest city.
Our aim is to provide thoughtful financial planning which we know can easily take a back seat to daily life.
We focus on retirement, investment and protection planning for you, your family, and your business.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.