Welcome to True Advice Financial Services Crawley
Having been established in the Sussex area for over thirty years we have many clients in and around Crawley. A lot of our customers are very happy when they realise they can support a local, family business through us. If you are like minded in that sense then we offer financial advice Crawley that can help you.
From our home office in East Grinstead, just around the corner from Crawley, is where we operate. Being a keystone in the local area is a matter of pride to us as we have helped many of our clients repeatedly. Whether that be moving home to upsize for a bigger family or creating a pension fund for a comfortable retirement. Whilst we do have a home office, we can do home visits for our clients as well. We've serviced and visited clients from Pound Hill, Maidenbower, Tilgate & Three Bridges to say the least. Whatever is comfortable to our clients is what we specialise in. With the rise of the property price in London, Crawley has really seen a rise in property and wealth in the more recent years. With a football team on the up, great rail links, beautiful parks, a hospital, links to the M25 there are many reasons why Crawley is a great place to live. And all these factors bring the need for advice and management when it comes to finances. That is where we step in. Having experience in the area and knowing the needs of general clients gives us a head start over other firms.Make an Appointment Learn More
Our Financial Advice Services in Crawley
When it comes to our service levels, we take these very seriously. Taking the stress out of a purchase or big investment is what we pride ourselves on. To that end we like to keep our clients constantly informed in a way that is easily understandable. We back this up with speed in all that we do as we know time is always of the essence.
Buying a house is one of the biggest financial decisions a lot of us make in our lives. Getting a place we can call our own is a huge milestone. To do this properly and make sure you are getting the best deal there's no better way than receiving whole of market, professional mortgage advice.
A private pension pot to fall back on later in life is invaluable. But where do you start? How do you invest in schemes that suit your profile? Are you getting the most from your money? Help in this area is key and this is where our pension advice can be crucial.
There is nothing more important in life than making sure the things you care about are protected. Professional insurance advice means that this can be accomplished absolutely free of charge. That is right we advise on insurance with no cost to our clients.
What is the best way to get the most out of your money? One of life's greatest questions. Investment advice takes away the stress and gives you knowledge as to how you can invest your money in a way that suits you the investor. Step into the investors club today with our tailored advice.
Making the decision to purchase your own property is often the biggest financial decision a lot of us make in our lives. With so much money being borrowed and the high value of properties in the south, the stakes have never been higher. For a lot of clients getting this through can be a stressful experience to say the least. Our mortgage advice Crawley looks to ease that for you. And what better way to do this then to have a local broker at your side throughout the process.
Amongst many reasons that the area is a great place to buy in, is the lovely Tilgate Park. We had a client who wanted to remortgage their property onto a better rate. They were situated in the Maidenbower area and we were happy to broker a new mortgage for them. Luckily with this being a stones throw from the park itself we were actually able to utilise this for a client meeting. It was a beautiful summers day and we walked and spoke about the clients needs and circumstances. What they were looking to do and how our mortgage consulting could help them. It was a very British way of doing a meeting and the very nature of it made it not feel like work at all.
It's moments like that which really help us to connect with our clients and form long standing relationships. Our mortgage brokers servicing Crawley are more than happy to suit whatever client needs arise. Whether it be a lovely local walk and talk in the local area, a meeting in our office or a simple phone call. We're here to help you every step of the way.
A lot of people get to later life with no preparation on how exactly they will tackle it financially. We all know that retirement comes eventually for all of us. So what is the harm in preparing for an enjoyable retirement? There isn't one at all. The key question is, where exactly do you start?
Yes, the UK government will pay you a fixed pension if your national insurance contributions are sufficient. But this is never really enough for most people to live on. Especially down in the south, with Sussex and it's surrounding areas having some of the highest cost of living estimates in the whole country. What does this mean then for the elderly? Well it means that they should really have a private pension pot ready made for later life. But where do you start? That is where pension advice comes in. With an office close to Crawley as well, we can even meet you face to face to assess your needs and goals.
Having a private fund comes with a number of benefits. You can crystalise 25% of the fund tax free, there's tax write offs for contributions & it can mean you don't have to change your lifestyle come the end of your working life. Wouldn't it be great to be completely comfortable come retirement? Our pension consultants seek to aim that goal. With financial planning mixed with professional advice we can look at how best to set up your pension. Or you may already have a fund set up and are not happy with it's performance. Our pension advisors will look over all of this and see what's the best package for you going forward. Our initial meetings are completely free of charge.
The important things in life are worth protecting. Whether that be your family, property or your own health. All of these things are of sufficient importance to need covering. A frequent stumbling block for clients is they simply don't know where to start. Life insurance alone has a lot of complex terms and words that aren't easy to interpret. And that is just the tip of the iceberg when it comes to insurance and what you should be covered for.
That's why clients really appreciate a full low down where we can walk through the pros and cons and make sure they have cover to suit themselves and / or their family. The suffering of a loss or illness is bad enough without a financial impact. Our insurance advisors goal is solely to make sure that this is negated as much as possible. During our consultation process we take a full analysis of your situation and see what gaps you have that need to be covered. We will then produce a full recommendation in line with your monthly budget for you to consider.
Our office is local to Crawley and face to face meetings are very common. Saying that we can even come to your house to assess your situation and go over it all. At the end of the day all our insurance advisor wants is the chance to make sure that what matters most to you is fully secure.
It's very uncommon that a person in this life puts money into anything without some form of planning or consultation. Even if you do your own research into this, you are essentially reading the views of someone else and their opinion. It would make no sense to spend hard hours working to save money and then waste it. Running the risk of this makes no sense. Investing can be a confusing world with a lot of moving parts and it can be difficult to understand. So why not get someone to take care of all that for you and explain it to you in plain English.
That's where our investment advisor comes on. With a clear explanation of the process from start to finish, we help you make sense of the complex market. Meetings can take place in our office close to Crawley in which we help to simplify everything. From your attitude to risk, to your investment fund and your goal for returns. All of this is taken into account before we make our recommendation of where to put your money. A full investment consultation is worth it's weight in gold.
Of course there are fees involved with the process. But it's very important to mention that our initial investment planning meeting is free of charge. In that we will go over your situation, your potential and what we would do to help. In the latter we also go over the potential fee that we will charge should you take our advice. It all starts with a conversation though and that is how we like to work our financial advice.
Financial Advice Crawley
When you come to us you come for the complete package. We want to take care of you from day one, to the end of your process with consistent communication along the way. Contact us today to discuss your needs and see how we can service you further.
- Monday 8:30 am-6:00 pm
- Tuesday 8:30 am-6:00 pm
- Wednesday 8:30 am-6:00 pm
- Thursday 8:30 am-6:00 pm
- Friday 8:30 am-6:00 pm
- Saturday 8:30 am-1:00 pm
- Sunday Closed
Due to following COVID guidelines we are not available for client meetings unless urgent and under specific conditions. Aside from that we are still open on the above hours by phone and Zoom with our clients.
24 Morton Road, East Grinstead, RH19 4AG
T: 01342 324 171
Financial Advice Crawley
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.
Buy to Let Mortgages
Some Buy to Let Mortgages are not regulated by the FCA.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
Commercial lending and most buy to let arrangements are not regulated by the FCA
Will writing and Lasting Powers of Attorney 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 : 1st Floor Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.