TFA Trusted Financial Advice

TFA Trusted Financial Advice

Financial Advisor in Plymouth, Devon, PL7 5JX

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Company Type: Ltd Company
About the Business

TFA are leading independent financial advisers operating throughout the South and South West of England. Established in 1997 we have a long history of providing sound advice to both families and businesses. In addition to working directly with thousands of personal and business clients, we also work closely with solicitors, accountants and estate agents to provide linked solutions that ensure our client's interests are met.

Our team of professionally qualified advisers offer independent and unbiased advice, ensuring that our clients receive the right product for their circumstances.

Persons

Jack Stacey - Independent Financial Adviser

0800 389 9708 Truro, Cornwall Email Facebook

Jack offers a wide range of independent financial and mortgage advice services, helping clients from Truro, Falmouth and St Austell. He also serves the wider Cornwall and Devon region. Whether you require guidance for individual, family or business money matters, he’s here to help. Jack is based in the central Truro office.

With over twenty five years’ service in the financial sector, Jack is a highly experienced Independent Financial Adviser (IFA) and Mortgage Adviser. He is well placed to assist you with personal pensions, investments and financial protection such as life insurance and income protection.

Experience and background
An Independent Financial Adviser (IFA) for over 25 years, Jack has continued to build his clients entirely through referrals from existing clients or local professional connections. He joined TFA in 2006, and has now realised both his and our ambition to be based in the centre of Truro, which opened in January this year.

Services offered
  • Savings and investments advice. Devising a strategy that considers tax, risk levels and personal priorities.
  • Pension planning. Including guidance on accumulating pension savings cost-effectively. Advice on achieving tax-efficient retirement fund withdrawal.
  • Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
  • Estate planning. Including inheritance tax mitigation through use of trust structures, investment bonds and whole of life plans.
  • Group employee benefits. A range of employee benefits, including death in service, critical illness cover, sick pay arrangements and permanent health insurance.
  • Mortgage Advice. Helping you find the right mortgage including first time buyer, re-mortgage, buy to let lending and equity release. Includes lifetime mortgages, second charge and secured borrowing, bridging and short time finance.
Specialist areas
As an Independent Financial Adviser (IFA), Jack provides a completely independent financial advice service, and has a specific focus on the medical profession having previously worked for the British Medical Association where he gained invaluable knowledge on NHS pay scales and benefits. Further information on Jack’s medical focus can be found here.

Locations covered
Jack is based in Truro and has an office on River Street where he provides his financial advice service from. Jack is very flexible and you can arrange to see him either in the Truro or St Austell Office or at home or your place of work, or another location locally. His service area covers Truro, Falmouth, St Austell and many other towns and villages in this region.

Location & Hours

Prudence House Langage Business Park

Plymouth, PL7 5JX
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