Advice Process page 2

We live and breathe investments, both onshore and offshore, including private and company money, pension planning, family protection, IHT and capital gains tax mitigation.

We are committed to the following steps of Financial Planning:

  • Work with clients to develop, establish, discuss and agree your objectives and set up a unique personalised plan, tailored to meet clients objectives and  financial aspirations as agreed.
  • Plan takes into consideration your personal circumstances attitude to risk and the amount of accessible capital you may require including Inheritance tax planning and capital gains tax mitigation, Pension planning and ethical investments.
  • Plan tax efficiency optimise best way of setting up and implementing our advice which typically could also include a combination of your existing assets, investments, shares and trust planning, working together with your solicitor and accountant on the best way forward.
  • Monitor & Review your plan on an on-going regular basis including discussing Risk as the goal is to help clients make better informed decisions in relation to portfolio risk and minimise the likelihood of the client being surprised by their portfolio's behaviour over time.

Our company ethos at Tingley & Cooper is 'independence of choice' to act independently, personal recommendations are:

  • unbiased and unrestricted independent advice, resulting in ‘peace of mind’ based on a comprehensive and fair analysis of the whole market.

We will:

1. Help you to the best of our ability.

2. Not take advantage of your inexperience.

3. Communicate as clearly as we can, and try always to be in good time.

4. Give you all the information you need to reach a sound decision.

5. Correct as swiftly as possible any mistakes of our own.

6. Be considerate when others make mistakes.

7. Give you what you pay for.

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Membership of the:


Chartered Institute for Securities and Investment
Chartered Insurance Institute
The Personal Finance Society
The Royal Statistical Society

We are authorised and regulated by the Financial Conduct Authority. Our regulated activities comprise advising on and arranging investments. Our Financial Services Register number is 583160. You can check this on the FCA Register by visiting their website at