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TFA - Trusted Financial Advice Bewertung

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TFA are leading independent financial advisers operating throughout the South and South West of England.

Service
5
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5

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1

231

9

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Bewertungen im vergangenen Jahr

Alle 2,199 Bewertungen anzeigen
MD
Mrs Dixon
Lostwithiel
12 days ago
Kaufdatum: 30/07/2025
Das sagte Mrs Dixon über TFA - Trusted Financial Advice:
Paul Grey excellent
Paul Grey always responds to any queries I have and resolves any issues for me
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Customer Services Team
TFA - Trusted Financial Advice
4 days ago
Thank you for taking the time to share your feedback. We are pleased to hear that Paul has consistently provided prompt and effective support in addressing your queries. Ensuring our clients receive attentive and reliable service is of utmost importance to us!
Vertrauenswürdiger Kunde
13 days ago
Kaufdatum: 30/07/2025
Complete confidence
All dealings have been dealt with quickly and all help from Graham Westhall since 2004 has been dealt with quickly so I and my family have complete confidence in Graham.
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Customer Services Team
TFA - Trusted Financial Advice
4 days ago
Thank you so much for your kind words and for placing your trust in Graham and our team since 2004. We’re delighted to hear that our support has consistently met your expectations. Your confidence in us means a great deal, and we look forward to continuing to assist you and your family for many years to come.
Vertrauenswürdiger Kunde
17 days ago
Kaufdatum: 08/08/2025
Everything was explained clearly and without pressure. I was able to ask questions and get reassuring answers.
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Customer Services Team
TFA - Trusted Financial Advice
4 days ago
We’re so pleased to hear that you felt comfortable asking questions and received reassuring answers throughout the process. Thank you for your kind feedback; we really appreciate you taking the time to share your experience.
MC
Mrs Collins
Portsmouth
18 days ago
Kaufdatum: 31/07/2025
Das sagte Mrs Collins über TFA - Trusted Financial Advice:
Excellent communication
Have always found being able to have access same day to talk to Dave over the phone extremely reassuring . I was given help and support even completing documentation as not keen on digital / on like...

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Customer Services Team
TFA - Trusted Financial Advice
4 days ago
We are delighted that Dave has been able to provide the reassurance and support you need, and that his personal approach has made a positive difference for you and your family. Your recommendation is greatly appreciated, and we will ensure your kind comments are shared with Dave.
DB
Deborah B
18 days ago
Kaufdatum: 23/07/2025
Das sagte Deborah B über TFA - Trusted Financial Advice:
Fantastic service, thank you
Jason was really really helpful, super quick responses to queries, very knowledgeable and made the whole process easy at every step of the way. I have already recommended to a family member who is...

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Customer Services Team
TFA - Trusted Financial Advice
4 days ago
Thank you for your thoughtful review. We’re so pleased Jason was able to make the process clear and straightforward for you. Your recommendation to a family member means a great deal to us and reflects the standard of service we aim to provide at TFA.
Vertrauenswürdiger Kunde
18 days ago
Kaufdatum: 30/07/2025
Excellent advisor for pension
Tfa have been excellent at guiding my pension investment and providing me with insightful information for decision based on my goal for retirement.
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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
We’re delighted to hear that our guidance and insights have been helpful in supporting your retirement planning. It’s always our goal to ensure our clients feel informed and confident about their pension investment decisions.
Vertrauenswürdiger Kunde
18 days ago
Kaufdatum: 01/07/2025
Highly recommended
Excellent, hassle free remortgage. Would highly recommend.
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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
Thank you for taking the time to leave such a great review! It’s always our goal to make the remortgage process as stress-free as possible, and your recommendation means a lot to us.
MH
Mr Harris
Truro
18 days ago
Kaufdatum: 30/07/2025
Das sagte Mr Harris über TFA - Trusted Financial Advice:
Just what an IFA should be
Ben is everything I need from an IFA. He instills trust and an empathy with us as clients. He is fully abreast of our circumstances and takes our values into consideration when offering advice Our...

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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
We’re thrilled to hear that Ben’s guidance, empathy, and understanding of your circumstances have made a positive difference. It means a lot to us that you recognise his advice is always given in good faith. We’re grateful for the opportunity to support you on your financial journey.
Vertrauenswürdiger Kunde
18 days ago
Kaufdatum: 30/07/2025
Support to teach retirement goals
Ben is personable and helpful. He has facilitated us to determine our financial needs during retirement and has supported us to determine how they can be best met from our investment resources.
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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
Thank you for your kind words. We’re pleased to hear that Ben was able to guide you effectively in planning for your retirement and help you make the most of your investment resources. We truly appreciate your feedback and are glad our service has been valuable to you.
Vertrauenswürdiger Kunde
18 days ago
Kaufdatum: 31/07/2025
Helpful since bereavement.
Martin has been very helpful since my bereavement. Hopefully his advice will prove fruitful. Only time will tell.
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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
We are so pleased to hear that Martin has been able to provide you with support during this difficult time. We understand that navigating financial decisions after a bereavement can be challenging, and we hope that his advice continues to prove helpful.
Über TFA - Trusted Financial Advice
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 clients interests are met. Our team of professionally qualified advisers offer independent and un-biased advice, ensuring that our client’s receive the right product for their circumstances. Our independence enables us to compare thousands of products to find the right one for you, and we will then manage your application from start to finish. Our advisers also have access to products which are not always made available directly to the public, via high street lenders or the internet. We take a holistic approach, fully assessing your circumstances to ensure that what is being proposed best meets your requirements. We commit to providing you with written information on any suitable products we have recommended to you, or those you have asked us for. Charges will always be notified up-front, and should these change these will again be notified to you in writing.
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Prudence House, Langage Business Park, Plymouth, Devon, PL7 5JX, United Kingdom
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Über TFA - Trusted Financial Advice
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 clients interests are met. Our team of professionally qualified advisers offer independent and un-biased advice, ensuring that our client’s receive the right product for their circumstances. Our independence enables us to compare thousands of products to find the right one for you, and we will then manage your application from start to finish. Our advisers also have access to products which are not always made available directly to the public, via high street lenders or the internet. We take a holistic approach, fully assessing your circumstances to ensure that what is being proposed best meets your requirements. We commit to providing you with written information on any suitable products we have recommended to you, or those you have asked us for. Charges will always be notified up-front, and should these change these will again be notified to you in writing.