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.
Acquiring a home is a monumental financial choice for most people. Owning a space that is uniquely yours is a major achievement. To navigate this process effectively and secure the most favorable terms, obtaining whole of market, professional mortgage advice is crucial.
Having a private pension to rely on in later years is incredibly valuable. But where should you begin? How can you invest in schemes that match your needs? Are you maximizing your money's potential? Guidance in this area is vital, and this is where our pension advice becomes essential.
Ensuring the protection of what you value most in life is paramount. With professional insurance advice, this can be achieved at no cost to you. That's right, we offer insurance guidance completely free of charge.
How can you maximize your financial potential? One of life's most important questions. Investment advice removes the stress and provides insight into how you can invest your money in a way that suits you. Join the investor's club today with our personalized advice.
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.
★★★★★
Eastbourne is a lovely coastal town. With quite a big population it’s key that the residents have access to a financial advisor that they can trust. Financial advice is one of those things that is very personal. It’s tough enough to speak to what would be a stranger about your deepest financial concerns let alone let them take control of large portions of your finances.
This is essentially what we do for you though. We help advise clients on mortgages, insurance and also take care of their pensions and investments. Our company is family run and local. Meaning that you can always come by to see us and we are happy to sit down with you to speak about what you need help with. No clients needs are the same one to the next so it’s key that we go through your situation in detail to see how we can help.
A lot of clients ask this, what exactly do we do for you? Firstly, it depends on whether you are getting mortgage advice or if we are say setting up a pension fund for you. Every case is different and all will have different processes that we need to go through that are specific to that client. But there are similarities between all the areas of advice.
In summary, we advise and take care of as much as we can. In the mortgage world that is finding you a suitable deal and applying for it on your behalf. This means you have to do as little as possible and we take care of all the correspondence and admin. As well as sourcing the mortgage for you and also helping you with absolutely any questions you may have.
The mortgage and insurance side of things are obviously going to be different to investment and pension advice that makes up traditional financial advising.
We put your investments and your pension money to work. Full market analysis is done when you come to us to make sure your money is invested in line with your goals and principles. Ongoing management is a big key as well to our advice process. We give you regular annual reviews and also make sure that your funds are being looked after and are returning growth for you over time.
Obviously no return is guaranteed but with a strong track record over many years we like to think that we know what we’re doing.
We’re whole of market and have an extensive amount of experience in the market. Between the advisors in the office this spans over forty years. All of that advice and our growing number of 5 star reviews vouch for the quality of our advice. The best way for us to give you great financial advice is to get in touch with us today.
Whether that is by phone or via email, reach out to us and see how we can help improve your financial future.
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.