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Avaliações de TFA - Trusted Financial Advice

Classificado
Excepcional

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

Serviço
5
/5

5

4

3

2

1

233

9

1

0

0

243

classificações no último ano

Exibindo todas as 2,201 avaliações
Consumidor confiável
21 days ago
Data da compra: 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
15 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.
Consumidor confiável
21 days ago
Data da compra: 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
15 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.
MC
Mr Cullen
Dorset
21 days ago
Data da compra: 01/07/2025
O que Mr Cullen disse sobre a TFA - Trusted Financial Advice:
Review for Ross Appleby – TFA Trusted Financial Advice
Ross has been absolutely fantastic throughout our mortgage renewal process. He was always contactable, consistently provided all the information we needed, and made everything run smoothly from start...

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Customer Services Team
TFA - Trusted Financial Advice
15 days ago
Thank you so much for sharing your experience! We’re delighted to hear that Ross was able to make your mortgage renewal process so smooth and stress-free. Your kind words mean a lot to him and the team and we really appreciate you taking the time to let us know!
MJ
Mr Jackson
Dt1 3rz
21 days ago
Data da compra: 08/07/2025
O que Mr Jackson disse sobre a TFA - Trusted Financial Advice:
Amazing in all ways
Sam is excellent in all she does, professional, supportive, knowledgeable, caring and truly invested in getting the best outcome for the clients. Without her help and understanding we wouldn’t have...

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Customer Services Team
TFA - Trusted Financial Advice
15 days ago
Thank you so much for your kind words! We’re glad to hear how much of a difference Sam was able to make for you and your family and appreciate the trust you placed in us. We look forward to being here for you again in the future.
Consumidor confiável
21 days ago
Data da compra: 30/07/2025
Annual pension review with Graham Westhall
I always receive excellent advice from Graham Westhall. He always clearly advises me of any charges that will be incurred.
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Customer Services Team
TFA - Trusted Financial Advice
15 days ago
Thank you for your kind words and for taking the time to share your experience. We’re delighted to hear that Graham has provided you with clear and transparent advice and you feel confident and well-informed. We’ll be sure to share your comments with Graham.
MR
Mr Ramsell
Dorchester
21 days ago
Data da compra: 30/07/2025
O que Mr Ramsell disse sobre a TFA - Trusted Financial Advice:
Trusted advice from trustworthy people.
I have had a good relationship with my advisor and have trusted him and his advice. This advice has always been good and honest. I hope that this will continue.
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Customer Services Team
TFA - Trusted Financial Advice
19 days ago
We are so pleased to know you value the advice and trust built with your Adviser, and we look forward to continuing this relationship. Thank you for taking the time to leave your feedback.
MW
Miss Weiss
Chard
1 month ago
Data da compra: 04/06/2025
O que Miss Weiss disse sobre a TFA - Trusted Financial Advice:
Excellent and efficient in every way
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Customer Services Team
TFA - Trusted Financial Advice
19 days ago
We are very pleased to hear you found our service excellent and efficient. Thank you for your positive feedback!
MJ
Miss James
St Austell
1 month ago
Data da compra: 02/07/2025
O que Miss James disse sobre a TFA - Trusted Financial Advice:
Jason is amazing!
Jason Dace was an excellent support to us whilst looking into the purchase of our first home. Not only was he well informed, honest and fast acting, he was friendly and made us feel comfortable...

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Customer Services Team
TFA - Trusted Financial Advice
19 days ago
Thank you for your lovely feedback! We’re so pleased Jason made your first home purchase feel easy and stress-free. We’ll be sure to share your kind words with him, and wish you every happiness in your new home!
Consumidor confiável
2 months ago
Data da compra: 10/06/2025
Ross Appleby is an absolute star!
Ross Appleby was excellent and explained everything so clearly to me. He was always available to respond to any questions I had and provided invaluable support to me through the process of buying my...

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MW
Mr Wrighton
St Austell
2 months ago
Data da compra: 18/06/2025
O que Mr Wrighton disse sobre a TFA - Trusted Financial Advice:
Professional service.
Extremely informative with common sense advise which I took.
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Customer Services Team
TFA - Trusted Financial Advice
1 month ago
We're pleased to hear that our advice was clear, practical, and helpful for you. It’s always our goal to provide information that makes a real difference and is easy to apply.
Sobre 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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Sobre 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.