TM Asset Management Limited
West Walk Building
110 Regent Road
Leicester
LE1 7LT
Proudly based within the office of a large regional accountant just off New Walk in the centre of Leicester. We work with three groups : 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.
TM Asset Management are authorised and regulated by the Financial Conduct Authority.
TM Asset Management Ltd are a Limited Company, company registration number is 8827559.
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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.