TB Patterson Associates have been providing independent financial advice since 1976. We have over 60 years combined experience in the financial services industry. We are dedicated to providing unbiased and independent face-to-face financial advice. We have a fully qualified financial adviser, on hand to provide, and tailor financial advice to meet your needs.
While most of our clients are in Newcastle, Sunderland, Durham, Northumberland and Teesside, we also have clients in London, Cumbria, Yorkshire, Kent, Wales and as far a field as New Zealand and South Africa. As an independent financial adviser, our clients benefit from our being able to offer advice on the broadest range of products and services.
Whether it be for investment advice, retirement planning, inheritance tax planning, auto enrolment or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs. We provide advice and help following a personal / business financial review which can take place at a convenient time and place.
While most of our clients are in Newcastle, Sunderland, Durham, Northumberland and Teesside, we also have clients in London, Cumbria, Yorkshire, Kent, Wales and as far a field as New Zealand and South Africa. As an independent financial adviser, our clients benefit from our being able to offer advice on the broadest range of products and services.
Whether it be for investment advice, retirement planning, inheritance tax planning, auto enrolment or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs. We provide advice and help following a personal / business financial review which can take place at a convenient time and place.
Services
TB Patterson Associates have been providing personally tailored independent financial advice since 1976.
Since we started, our philosophy has been to provide independent jargon free financial advice to both individual clients and small businesses.
Our pressure free and friendly approach has led to us advising multiple generations of the same family as well as being recommended to many friends and collegues of existing clients.
We are based in the grounds of Eshwood Hall, 10 minutes to the west of Durham city centre.
Since we started, our philosophy has been to provide independent jargon free financial advice to both individual clients and small businesses.
Our pressure free and friendly approach has led to us advising multiple generations of the same family as well as being recommended to many friends and collegues of existing clients.
We are based in the grounds of Eshwood Hall, 10 minutes to the west of Durham city centre.
Starting Out: In today's financial climate getting into the habit of saving can make all the difference.
Savings give you the security of having a pot of money to fall back on if the unexpected happens - such as losing your job or having to make costly repairs to your home or car.
Savings also help you achieve our goals such as going on holiday, a deposit for your dream home, a dream car or ensuring you can send your children to university.
It's never too late to start saving.
A little, often, can make a big difference to your financial security.
Savings give you the security of having a pot of money to fall back on if the unexpected happens - such as losing your job or having to make costly repairs to your home or car.
Savings also help you achieve our goals such as going on holiday, a deposit for your dream home, a dream car or ensuring you can send your children to university.
It's never too late to start saving.
A little, often, can make a big difference to your financial security.
The average life expectancy in the UK is rising and we all want the opportunity to enjoy our 'golden years' rather than working into our 70s.
Planning where your regular income is going to come from in retirement will give you peace of mind and leave you prepared to retire from working life whether that's in 40 years time or just 10!
The pensions landscape has changed significantly and while the state pension provides many with the security of having a small guaranteed income, in today's and tomorrow's world it's not really enough on its own for anyone to live on.
Planning where your regular income is going to come from in retirement will give you peace of mind and leave you prepared to retire from working life whether that's in 40 years time or just 10!
The pensions landscape has changed significantly and while the state pension provides many with the security of having a small guaranteed income, in today's and tomorrow's world it's not really enough on its own for anyone to live on.
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.
Whilst protecting ourselves against events such as accident, sickness or even death may not be pleasant things to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.
There are many ways in which businesses, families and individuals can protect themselves, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.
Whilst protecting ourselves against events such as accident, sickness or even death may not be pleasant things to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.
There are many ways in which businesses, families and individuals can protect themselves, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.
In an effort to encourage more people to save for their retirement, the Government has decided to require employers to automatically enrol most of their workforce into a pension scheme.
Unless employees opt-out usually both the employer and the employee must pay contributions into the scheme, (although it is possible for the employer to pay all the contributions).
Most people call this automatic enrolment, auto enrolment or AE.
Yes you do.
While there are some employees who may not have to be automatically enrolled, and in certain circumstances you can postpone enrolment, you need to be very clear who you have to enrol and who you don't.
Unless employees opt-out usually both the employer and the employee must pay contributions into the scheme, (although it is possible for the employer to pay all the contributions).
Most people call this automatic enrolment, auto enrolment or AE.
Yes you do.
While there are some employees who may not have to be automatically enrolled, and in certain circumstances you can postpone enrolment, you need to be very clear who you have to enrol and who you don't.
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