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.
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.
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."
A well known, local and well reviewed financial advisor is hard to find. In our eyes, this is what sums up quality. Someone you can go and see but who also has a proven track record of great results for their clients. We are local to Reigate and can help you with all manners of financial advice.
We believe that our many five star reviews on Google speak for themselves. We’ve got many clients who come back time and time again because they trust us to look after their financial affairs. This trust is built over a long period of time and many calls and meetings. We don’t take that for granted and hope to be able to help you achieve your financial goals to.
Our advice stretches across the typical four sectors of financial services. This means we can advise on pensions, mortgages, investments and insurance. Across those sectors we have permission to advise in a lot of specialist areas as well such as business protection, commercial mortgages, bridging finance and equity release.
We like to think that we have a solution for all client scenarios and have built our firm around being able to tailor advice to clients of all walks of life and all different needs. It gives us a sense of fulfilment that if a client walks through the door or picks up the phone that we will be able to help them with what they need. They can leave our meeting knowing they will be looked after and that is key to our ethos.
True advice have been in business nearly forty years now. We’ve been a family business since day one. Tony runs the financial advice portion of the business and having vast experience in this sector. He’s seen all sorts of markets, turbulence, high rates, low rates and everything in between. This gives him an advantage that not a lot of financial advisors can really compete with.
His financial advice is also maintained with constant training and market updates. Making sure he is very current. On top of this our mortgage advisor Ashley has had a great tutelage from Tony over the years and has many years experience of his own. He has whole of market access which we believe is key to mortgage advice. This means there are not restrictions as to the mortgages he can recommend and the lenders he can look at.
The best way to arrange a free financial consultation is to pick up the phone. Whether you need a mortgage advisor or financial adviser we can really help you. Our family financial advice firm is kitted out properly to meet your needs. Reigate is an area we have advised many clients in and would be happy to see how we can help you.
So pick up the phone today and arrange a meeting with us. We can help secure 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 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.