We really like to focus on speed, efficiency and clear messages to our clients. With financial services being an already complex industry, we want to simplify this process as much as humanly possible. Below are some more specifics on the exact different services we can offer.
For many, buying a home is the most substantial financial decision they will make. Reaching the milestone of owning your own property is a significant event. To do this right and ensure you receive the best deal, it's essential to seek whole of market, professional mortgage advice.
Building a private pension for your retirement years is invaluable. But where do you start? How do you select investment schemes that align with your profile? Are you getting the most from your money? Guidance is crucial, and our pension advice can be pivotal.
Making sure the things you value are protected is crucial. With professional insurance advice, this can be achieved at no cost to you. That's right, our insurance guidance is provided free of charge to clients.
What's the most effective way to get the most from your money? An age-old question. Investment advice eases the stress and educates you on how to invest in a way that suits your needs. Step into the investor's club today with our bespoke guidance.
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.
★★★★★
With being so close to London, there are often many benefits. Croydon is so close you can commute to the city quite fast but still not feel like you are right in the mix of things. Due to the close proximity to the city you will see high property values and a general affluent feel to the area. With this comes the need to manage your finances properly and that is where we step in.
Being local to the Croydon area we have many clients based there and help them with sound financial advice. Our financial advisors look after the clients and can assist either in person or over the phone. Knowing the area well helps us to really give personalised and tailored advice to your specific scenario and situation.
Finances are very personal. A lot of people find it tough just to talk about them let alone get someone else to manage them on their behalf. Essentially this is what a financial advisor does. We take care of your investments and pensions freeing up your time to do the things in life you want to do.
On top of this our whole of market mortgage advisor can make sure any property finance and also insurance is taken care of. We take the weight off your shoulders so you do not have to deal with any lenders, investment banks or pension funds. All of the work is taken care of for you leaving you as stress free as we can.
How we go about this advice process really depends on what you want to do and how you want to achieve it. Typically we start with an informal free phone consultation. Here we can assess your current situation and needs for financial advice. We can also do this in person as we are local to Croydon.
This really boils down to experience, access and care. With over forty years of working in the financial services sector in the office, there is not much we have not seen. We’ve been through multiple financial crises and still have clients that date back many a year. That loyalty is something we pride ourselves on.
The next key thing to consider when using a financial advisor is access. We have full market access to a number of options and that spans mortgages, insurance, pensions and investments. This means that we can see the whole of the market with a clear view and recommend the a tailored and bespoke solution for you.
Care is the biggest point that we focus on a lot. We take care of you from day one until the end. You avoid doing a lot of the leg work and we make sure to be available to address any concerns you may have. Giving you stability going forward.
With all that in mind, you can see why we have a growing amount of customers who really appreciate our services. Get in touch with us today via phone or in person to arrange your free financial consultation.
The goal of our family business has always been to provide a personable service that leaves our clients feel like they have been truly taken care of. When Tony set the business up back in the 80s that core value was what he strived to achieve.
Many years later the company is going strong and has expanded it’s family outreach to include wife Sue and son Ashley in the business as an executive PA and senior mortgage and insurance advisor respectively.
Despite the growth, those values have not changed. We provide a truly tailored service to our clients using our whole of market access to make sure you get the best package and advice possible. On top of that we really and truly believe that speed of service and consistent communication goes a long way to easing any stress or confusion that could potentially come with financial advice. We believe that putting these beliefs of ours first really results in a first class service that has seen clients come back year after year for our guidance.
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.
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 (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.