Financial Advice Crawley

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Financial Advice in Crawley

Independent Advice for Professionals, Contractors, and Families Across West Sussex

Crawley is one of the South East's most connected and energetic towns — a hub for professionals working in technology, aviation, and business services. At True Advice Financial Services, we help Crawley residents and business owners make confident financial decisions that turn ambition into security.

Our independent financial advisers in Crawley work with clients across Three Bridges, Pound Hill, Copthorne, and Gatwick, providing specialist advice on mortgages, pensions, investments, and insurance protection. Whether you're a contractor flying regularly from Gatwick, a family buying your first home, or a business owner planning for the future, we'll help you make smart, informed financial choices.

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Why Crawley Clients Choose True Advice

Crawley's economy moves fast — and so do financial priorities. Our advisers bring clarity to complex situations, combining independent expertise with local insight.

Mortgages

Mortgage Advice Crawley

Secure the right mortgage, even with complex or contract-based income.

Pensions

Pension Advice Crawley

Review and consolidate pensions from multiple employers.

Insurance

Insurance Advice Crawley

Protect income and family with tailored insurance planning.

Investments

Investment Advice Crawley

Build investment portfolios that reflect your career and lifestyle.

Testimonials

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."

John M.
★★★★★

"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."

Nigel P.
★★★★★

Mortgage Advice Crawley

From modern flats near Three Bridges Station to family homes around Tilgate Park, Crawley's housing market is diverse and competitive. Our Crawley mortgage brokers access the entire UK market to find lenders that truly understand professional, contractor, or self-employed income structures.

We offer:
  • First-time buyer and home-mover advice
  • Contractor and professional mortgage support
  • Buy-to-let and remortgage planning

Mortgage case study

Securing a mortgage for a self-employed Crawley buyer

Sam came to us self-employed and looking to buy his first home — a situation that can be a minefield, since every lender treats self-employed income differently. We worked with Sam and his family to find a lender who would recognise his income properly, then guided him through the whole process so the move to his first home went smoothly from start to finish.

Client Sam, self-employed, Crawley
Challenge Self-employed income made standard lender criteria hard to meet
Result First home secured with a lender suited to his circumstances
“
★★★★★

We had attempted two different mortgage advisors before finding Ashley and delighted that we found him. He was informative throughout the process and handled our stress levels incredibly well, always reassuring us throughout. We would highly recommend Ashley and never go anywhere else in the future if we require the same services again.

Sam Collins · 29 March 2022Read on Google ↗

Pension and Retirement Planning Crawley

Crawley's strong employment base often means clients have several pension schemes accumulated across employers. Our pension advisers in Crawley trace, review, and consolidate these into efficient, cost-effective plans.

We provide:
  • Pension consolidation and transfer reviews
  • Retirement income planning (including drawdown options)
  • Guidance on workplace pensions and contributions

We'll show you how to make your pensions work harder — and ensure they're aligned with your long-term goals.

Pension case study

Building pension confidence from a standing start

A client from Crawley came to us with no real understanding of pensions — how they work, what the tax reliefs are, or how to set one up. We talked him through the sector in plain terms and put together an investment plan for his pensions going forward, giving him confidence and the assurance that he could retire when he chooses.

Client Crawley resident, new to pensions
Challenge No prior understanding of pensions, tax relief, or retirement planning
Result A clear investment plan and confidence in his retirement outlook
“
★★★★★

Tony has been super helpful with my pensions. I had very limited knowledge in this field and he has been super helpful and accommodating. Would highly recommend - thank you!

Jack Perry-Brown · 23 September 2022Read on Google ↗

Insurance and Protection for Working Families

Financial planning isn't complete without protection. We provide life insurance, income protection, and critical illness cover designed for Crawley families and professionals. For local business owners, our advisers arrange key-person insurance, shareholder protection, and director pensions — ensuring stability if the unexpected happens.

We believe every good plan should survive life's curveballs — not just prosper when everything goes right.

Insurance case study

Protection built into a mortgage journey

As Sam was already a mortgage client of ours, we carried out his free insurance review as part of that process — the same review every mortgage client receives. We arranged the right cover, including buildings and contents insurance, so Sam and his family could have peace of mind should anything happen to them in future.

Client Sam, mortgage client, Crawley
Challenge No protection in place alongside a new mortgage
Result Full family cover arranged with no extra legwork for the client

Investment and Wealth Management

With many professionals in Crawley balancing salaries, bonuses, and side ventures, structured investment planning is key. Our investment advisers in Crawley help clients create portfolios that balance risk, return, and tax efficiency — including ISAs, bonds, and ethical investment options.

We also assist with:
  • Lump-sum investing for contractors and freelancers
  • Portfolio rebalancing and regular performance reviews
  • Long-term growth and income strategies
Financial Advice Crawley

Investment case study

Structuring a complex investment tax-efficiently

Nigel came to us with a complex investment situation and some extra funds he wanted looked after properly. We set up a plan for him and his family so the investments were structured in the most tax-efficient way available, giving him peace of mind that everything was being managed with his long-term goals in mind.

Client Nigel, Crawley
Challenge Complex investment situation with new funds needing a tax-efficient structure
Result A tax-efficient investment plan in place for Nigel and his family
“
★★★★★

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.

Nigel Pyne · 16 October 2021Read on Google ↗

Need Mortgage or Pension Advice in Crawley?

Get Started Now Call: 01342 324 171

Local Knowledge: Gatwick, Manor Royal, and Beyond

Crawley's position between London and the South Coast means clients face unique financial challenges:

  • Contractor incomes linked to Gatwick or travel industries
  • Frequent job transitions or mixed income streams
  • Growing families needing more flexible financial structures

Our advisers regularly meet clients in Crawley town centre, Manor Royal, and Copthorne, or online for convenience. We bring regional knowledge with a national standard of advice.

Frequently Asked Questions

Do you offer mortgage advice for contractors and Gatwick professionals?
Yes. We specialise in contractor, consultant, and aviation-industry mortgage applications — presenting income accurately for lender approval.
Can you help consolidate old workplace pensions?
Absolutely. Many Crawley clients have pensions from multiple employers — we'll review and simplify them into one efficient plan.
Do you work with local businesses?
We do. We help company directors and SMEs in Crawley with business protection, employee pensions, and shareholder insurance.
Do you offer in-person or virtual meetings?
Yes. We meet clients locally in Crawley or via secure online calls, depending on your schedule.
Can you advise on tax-efficient investment options?
Yes. We help professionals and families in Crawley design investment portfolios that align with both growth and tax planning goals.

Get in Touch with a Crawley Financial Adviser

You don't need to travel far for trusted advice. Call 01342 324171 or use our contact form to arrange your free consultation with an independent financial adviser in Crawley.

We'll help you plan, protect, and grow your finances — with confidence.

  • 24 Morton Road, East Grinstead, RH19 4AG
  • 01342 324 171
  • info@trueadvicefs.co.uk

Regulatory Statements

Equity Release

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.

Investments

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.

Mortgages

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

Buy to Let Mortgages

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 (FCA 461206) 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.

Complaints Procedure

As an Appointed Representative of New Leaf Distribution Limited, we aim to provide you with a high standard of service. If you are unhappy with any aspect of our service, please let us know.

We will acknowledge your complaint promptly and aim to resolve it within 8 weeks.
If you remain dissatisfied, you have the right to refer your complaint to the Financial Ombudsman Service (FOS):