Helping you retire with confidence and peace of mind
We work with individuals, couples and families across Lincolnshire and beyond who are approaching retirement, planning their financial future, or looking to make the most of what they've built. Whether you're just starting to think about your pension or ready to make decisions about your wealth, our local advisers are here to help.
What's your objective?
We work with individuals, couples and families at every stage of life. Find where you are right now and see how we can help.
What our clients think of us
We regularly survey our clients to measure the quality of our service. Here's what they told us.
believe working with us has helped or will help them achieve their financial goals
would recommend us to their friends, family or colleagues
were satisfied that we understood their financial needs and life objectives
were satisfied with the speed of response from their adviser
were satisfied with the speed of response from our support team
were satisfied with the content of their review meetings
Based on responses from our annual client satisfaction survey. Results reflect the percentage of surveyed clients who responded positively.
The process we follow
From our first conversation to ongoing support, here's what you can expect when you work with us.
Your goals
We establish your life goals, personal circumstances, aspirations and concerns.
Your information
We collect all relevant personal and financial data and establish your perceived risks.
Analysis
We assess your current position and make a recommendation on suitable products.
Ongoing service
We meet on an ongoing basis to assess your strategy and implement the next steps in your plan.
Implementation
We agree the plan to implement the strategy to help you achieve your objectives.
Design your strategy
We prepare a personal report and recommendations, setting out strategies to get you where you want to be.
Your goals
We establish your life goals, personal circumstances, aspirations and concerns.
Your information
We collect all relevant personal and financial data and establish your perceived risks.
Analysis
We assess your current position and make a recommendation on suitable products.
Design your strategy
We prepare a personal report and recommendations, setting out strategies to get you where you want to be.
Implementation
We agree the plan to implement the strategy to help you achieve your objectives.
Ongoing service
We meet on an ongoing basis to assess your strategy and implement the next steps in your plan.
What our clients say
Hear from real clients in their own words about what it's like to work with TNS Financial Services.
4.8 / 5
VouchedFor rating
98.48%
Would recommend us
49+
Verified reviews
Meet our team
Local advisers and support staff based in Boston, Lincolnshire here to help you at every stage of your financial journey.
Nigel Skinner
Practice Principal
DipPFS
With over 30 years of experience, Nigel specialises in retirement planning and financial advice for clients across Lincolnshire.
Oliver Skinner
Practice Principal
DipPFS, CeMAP
Oliver focuses on helping individuals and families across Boston and Lincolnshire plan their finances effectively for the future.
Jenny Belham
Operations Director
Chartered Fellow of the Personal Finance Society (FPFS)
Jenny ensures the smooth running of TNS Financial and delivers an exceptional experience for every client we work with.
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