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TFA - Trusted Financial Advice Reviews

Rated
Exceptional

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

Service
4.9
/5

5

4

3

2

1

237

11

1

0

0

249

ratings over the past year

Displaying all 2,168 reviews
CE
Cat Easdale
Shaftesbury
1 month ago
Date of purchase: 01/04/2025
What Cat Easdale said about TFA - Trusted Financial Advice:
Friendly and approachable
Ross and Sarah Appleby were very friendly and helpful, available for advice at the drop of a hat and made the process of obtaining a mortgage as first time buyers far less daunting.
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Customer Services Team
TFA - Trusted Financial Advice
4 hours ago
Thank you for taking the time to share your feedback. We are very pleased to hear that Ross and Sarah provided you with the support and guidance you needed as first-time buyers. Your kind comments are greatly appreciated, and we will ensure they are passed on to both Ross and Sarah. We wish you every happiness in your new home.
Trusted Customer
1 month ago
Date of purchase: 23/04/2025
Good
Friendly, with prompt reply to emails
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Customer Services Team
TFA - Trusted Financial Advice
9 days ago
We’re glad to hear that you found our team friendly and appreciated our prompt responses. Providing clear and timely communication is very important to us.
MA
Mr Aswin
Taunton
1 month ago
Date of purchase: 28/03/2025
What Mr Aswin said about TFA - Trusted Financial Advice:
Great service, highly recommend
We've used TFA's Jamie Best in Chard for our mortgage advice for our first house. Jamie was great in communication and was fully committed throughout the process. He was infact our first line of...

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Customer Services Team
TFA - Trusted Financial Advice
9 days ago
We’re absolutely delighted to hear that Jamie Best was such a great support to you during your first home purchase. At TFA, we pride ourselves on being there for our clients every step of the way, and your experience reflects exactly the standard we strive to deliver. We’ll be sure to pass on your lovely comments to Jamie – they will mean a great deal to him.
MW
Mr Watts
1 month ago
Date of purchase: 01/04/2025
What Mr Watts said about TFA - Trusted Financial Advice:
Excellent
My partner and I had nothing but fantastic service from Ross and Sarah. They were always available to answer all of our questions, and I know they were working hard to get us the best rates and put...

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Customer Services Team
TFA - Trusted Financial Advice
9 days ago
Thank you for your kind feedback. We're pleased to hear Ross and Sarah provided excellent support and worked hard on your behalf. Your recommendation is greatly appreciated.
Trusted Customer
1 month ago
Date of purchase: 18/03/2025
Excellent mortgage advisor
Excellent. Ness was very efficient, knowledgeable and friendly. It was easy to speak to her about our mortgage needs and get the deals we wanted with sound advice.
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Customer Services Team
TFA - Trusted Financial Advice
9 days ago
Thank you for taking the time to leave such a positive review. We're so pleased to hear that Ness made the mortgage process straightforward and supported you with clear, knowledgeable advice.
Trusted Customer
1 month ago
Date of purchase: 18/03/2025
Excellent mortgage advisor
Excellent. Ness was very efficient, knowledgeable and friendly. It was easy to speak to her about our mortgage needs and get the deals we wanted with sound advice.
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Customer Services Team
TFA - Trusted Financial Advice
9 days ago
We're really pleased to hear that Ness was able to support you so effectively with your mortgage needs. It's great to know you found the process easy and that Ness’s advice helped you secure the right deals. We’ll be sure to pass on your lovely comments to her.
Trusted Customer
1 month ago
Date of purchase: 02/04/2025
Re mortgage
Jason has helped us out a couple of times now and we’ve never had any problems.
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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
Thank you for your kind words! We’re so glad to hear that Jason has been able to help you smoothly every time. Delivering dependable and seamless service is at the heart of everything we do!
Trusted Customer
1 month ago
Date of purchase: 03/04/2025
Great service
My husband and I cannot fault Gary Andrew’s, he went above and beyond to help us. He always gives good advice, and tries hard to find a solution to our situation. Would recommend him and his team...

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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
Thank you so much for your kind words and recommendation. We’re pleased to hear that Gary and our team were able to support you and your husband so effectively.
MD
Mr Draper
Portland
1 month ago
Date of purchase: 11/03/2025
What Mr Draper said about TFA - Trusted Financial Advice:
Amazing Service
Service and professionalism was spot on. Would recommend in a heartbeat.
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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
We’re very pleased to hear that our service and professionalism met your expectations. It means a lot to us, and we truly appreciate your recommendation.
MH
Mr Hide
Weymouth
1 month ago
Date of purchase: 01/04/2025
What Mr Hide said about TFA - Trusted Financial Advice:
Fantastic service
Excellent service as always from both Ross & Sarah Appleby
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Customer Services Team
TFA - Trusted Financial Advice
12 days ago
Thank you so much for your kind words and continued trust in Ross and Sarah Appleby. We’re delighted to hear you consistently receive excellent service from them.
About 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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About 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.