Financial Advice Worthing

Personalised, fast and friendly independent financial advice in Worthing


  • Start with a FREE, commitment-free first consultation
  • Simplify the complexities of financial products with our help
  • Immediate, direct communication with your personal advisor
  • Whole market access, including unique deals you can't get on the high street
  • Comprehensive service: we manage everything for you
  • Over 35 years of market experience at your service
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Our Financial Advice Services in Worthing

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.

Mortgages

Mortgage Advice Worthing

For many, buying a house is the most significant financial decision they'll ever make. The achievement of owning a home is a major life event. To ensure you make the right choice and get the best deal, it's important to seek comprehensive, professional mortgage advice.

Pensions

Pension Advice Worthing

A private pension pot for retirement is a must-have. But where do you start? How do you choose schemes that match your profile? Are you getting the most from your money? Professional assistance is key, and our pension advice can be essential.

Insurance

Insurance Advice Worthing

The most important thing is making sure what you care about is protected. Our professional insurance advice ensures this can be done without any cost. That's right, our insurance advice is offered at no charge to our clients.

Investments

Investment Advice Worthing

What's the best strategy to get the most from your money? A common question. Investment advice alleviates the stress and guides you on how to invest in a way that matches your needs. Step into the investor's club today with our bespoke guidance.

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.
★★★★★

A family firm advising on mortgages in Worthing

We’ve been a family run financial advice firm since day one. And that was over 35 years ago. We’ve been advising clients all over Sussex including Worthing. Our mortgage advisors have seen many clients in the Worthing area and along the coast. With beautiful seaside views and that wonderful salty air it is a place we cherish.

With being local financial advisors the key benefit is you can see us as real people. We are a real, family, local firm that wants to help you with your finances. Mortgage advice is a key part of what we do as we know that having and owning a home is a huge part of life for a lot of people. Owning your own home can also be a great investment over time.

If you look at the historic prices of houses in the UK, it’s a steady uptrend. Now, we can’t say that this will increase over time as no one can predict the future. But it can be said that history does tend to rhyme over time. So how do you get in on owning your own home?

Finding the right mortgage for your situation

Well, it starts with finding the right mortgage for you. This really varies on the individual and comes with looking at your financial situation as a whole. Whether you are employed, self employed, credit impaired, are a foreign national, have lots of debt, there are lenders who look at every scenario differently. The key is finding the right one.

The main benefit that we have as a financial advice firm is that we have access to the whole of the market when it comes to mortgage rates. That means we have access to all lenders and banks that lend in the UK. So that anything quirky or not a normal mortgage scenario we can look at. We can make sure then that we speak to a lender that suits your scenario.

And on top of all that, and most importantly, it means we have access to the best rates. We get access to intermediary exclusive rates that normal clients walking into a bank can’t get and we can compare all of the mortgage deals on the market. By doing so we ensure that you get the best deal for your current scenario. This is the key.

A free mortgage finance consultation from an experienced broker

On top of all of this, we provide our initial mortgage consultation completely free of charge. We want to speak with you and see exactly what your situation is and better understand how we can advise you. We’re not here to money grab, your best interests are at the heart of what we do. To get to know you better and to not have any worry about you thinking you may spend money unwisely, we do this initial meeting for free.

After that we get a much better gauge of your scenario and how e can best advise you going forward. We’ve got many years experience in the mortgage marketplace that we can utilise to your benefit. So get in touch today and see how we can help you.

Our services and contacting us

You can see by now that our mortgage advice offering to Worthing is really of the highest level. The best way to get on of our mortgage advisers to work on your behalf is to simply pick up the phone and contact us directly. We can setup a free initial phone call with you and go over your needs and goals in full.

Financial Advice Worthing

Why Us

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.

Independent Financial Adviser Worthing

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.

Office Hours

  • Monday to Friday
  • 8:30 am-6:00 pm
  • Saturday and Sunday
  • 8:30 am-1:00 pm
  • 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.