Morecambe financial advisers named as among best in country

A Morecambe firm of financial advisers is celebrating after being named in a list of the UK’s top 100.

TP Financial Solutions has been recognised as one of Citywire New Model Adviser’s Top 100 firms for 2024.

The top 100 list celebrates the best of the professional financial planning community.

The selection process is rigorous, employing metrics 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.

Company director, Tarnia Elsworth, said: ‘’It’s a massive pat on the back for us, acknowledging our innovative approach and dedication to our clients.

‘’The selection isn’t just about ticking boxes. The judges looked at how firms make a real difference for their clients and communities. TP Financial Solutions shines because we’re not just about crunching numbers - we’re about giving back.

‘’We support lots of local initiatives, both financially and with volunteering of time and expertise.

‘’It’s this community spirit that sets us apart.

‘’Being named among the top firms in the UK is an incredible honour. We’re committed to offering personalised advice and positively impacting our community. This recognition is a testament to our team’s dedication and hard work.’’

TP Financial Solutions help people with all aspects of financial planning, including pensions, investments and insurances. They are run by Tarnia Elsworth and Annabel Lumsden, and have an office on Marine Road West near The Battery.