True Advice Financial Services was founded in 1983 by Tony Hollom, giving the business over 30 years experience in the industry. A family run business with his wife Sue Hollom as his senior administrator to assist in the running of the business, these values have been at the core of the business since the beginning.
True Advice, based in Sussex, operates nationwide but with a focus on the south east corner of the UK and London, including East Grinstead, Crawley and Horley, etc.. The business covers financial advice across all the zones of your personal financial situation be that investments, pensions, insurance or mortgages.
With over 30 years experience in the industry, Tony Hollom is the company's financial advisor covering all aspects of advice. Due to growth and wanting to keep the focus on the family in the business Ashley Hollom joined the business in 2018 as a mortgage and insurance advisor, specialising in these zones and working with the business and Tony to service the growing client base.
What our clients are saying about us. Read more reviews on Google.
"After 40 successful years in business the Covid shutdown was sending us under the hooves of a very large horse. I knew after my first conversation with Ashley that I had gone to the right man. Never in business history has a financial matter been so smooth and painless."
"Excellent service and without True Advice’s knowledge and expertise I would not have resolved a tricky financial situation I was in. Would 100% recommend."
As I am sure you are aware, there are a lot of things to read when it comes to financial services. From client agreements through to letters of authority and everything in between. Here we have provided you first hand access to a lot of these documents that will be provided to yourself throughout the advice process. Whether that is for a mortgage or for some investment or pension advice.
The relevant client agreement will be provided to you at the start of our advice process. The fees will also be discussed but are due to change as they vary from case to case as no case is the same and no case has the same amount of work.
Forms from lenders such as direct debit mandates, application declarations and other bits and pieces are all lender specific. These sort of documents will be provided as we go through the mortgage application with you.
Whilst the fact find’s are here in downloadable format, we usually request these are filled out via your online client portal [https://trueadvicefs.myfinancecentre.com/] as this is a more straightforward process. If you are having any issues logging in to the client portal or have forgotten your password do let your advisor know as he can assist with this.
Your advisor will also be able to help with any questions or queries you may have on documents that they have provided to you personally.
|Certificate of Incorporation
|Client Portal Guide
|Mortgage & Protection Fact Find
|Financial Advice Fact Find
|Equity Release Fact Find
|Client Letter Of Authority
|Equity Release Client Agreement
|TAFS Mortgage Client Agreement
|Client Engagement and Service Document
Equity Release plans are not right for everyone. And it is important that you fully consider your options and receive independent financial advice before making a decision. It is also important that, if you do decide to use an equity release product, you choose one that meets your needs.
Remember that taking an equity release plan is generally a long term option. However, there are flexible plans available that may fit your varying needs and some will allow you to repay in the future without penalties.
All investments involve a degree of risk of some kind. This section describes some of the risks which could be relevant to the services we provide you. We may provide further risk information during the course of our services to you, as appropriate.
Our services relate to certain investments whose prices are dependant on fluctuations in the financial markets outside our control. Investments and the income from them may go down as well as up and you may get back less than the amount you invested. Past performance is not a guide to future performance.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Some Buy to Let Mortgages are not regulated by the FCA.
True Advice Financial Services is a trading style of TA and SE Hollom Ltd which is an Appointed Representative of New Leaf Distribution Ltd which is authorised and regulated by the Financial Conduct Authority : Number 460421.
Registered Office : New Leaf Distribution Limited, 165 - 167 High Street, Rayleigh, Essex, SS6 7QA.