TP Financial Solutions named in top 100 firms list

TP Financial Solutions is proud to announce its recognition as one of Citywire New Model Adviser’s Top 100 firms for 2024.

This prestigious accolade highlights the Morecambe firm’s exceptional contribution to the financial advisory sector, underscoring its commitment to excellence and innovation.

The selection process for the Top 100 firms is rigorous, employing metrics developed by AKG to evaluate the value firms deliver to their clients.

Judges assess a variety of factors including the presence of well-qualified staff, robust investment propositions, and the use of cutting-edge technology.

TP Financial Solutions stood out for its innovative client proposition and active involvement in the community.

Jack Gilbert, the new editor of Citywire New Model Adviser, lauded the quality of entries this year, noting, "The consumer duty has prompted a step up from many financial planners, and it was particularly pleasing to see so many firms adopt new technology and new client propositions.

"TP Financial Solutions is a testament to this trend, offering clients an innovative approach that includes ad-hoc reviews tailored to client needs, a departure from the traditional ongoing advice services.”

Tarnia Elsworth, director and financial adviser at TP Financial Solutions, expressed her delight at the recognition: “Being named among the Top 100 firms is a huge honour for us.

"It reflects the dedication of our team and our commitment to providing personalised, high-quality advice to our clients. We are especially proud of our community initiatives.”

TP Financial Solutions, led by its dynamic female directors, Tarnia Elsworth and Annabel Lumsden, continues to set itself apart by not only focusing on client satisfaction but also on community enrichment. The firm’s dedication to giving back is exemplified by its financial support to local charities and community events.

This recognition by Citywire New Model Adviser reaffirms TP Financial Solutions’ position as a leader in the financial advisory industry, committed to fostering both client and community wellbeing. The firm looks forward to continuing its mission of delivering exceptional financial advice and contributing positively to society.