Committed to delivering a great service to you
- We have friendly real people you can talk with
- We will take time to properly understand your priorities and needs
- We offer you the most easy and convenient service
- We simplify the process to getting the advice you need
- We focus on the end goals and outcomes that are important to you
- We do things differently
The Financial Advice Service (TFAS) was founded by highly experienced individuals with different yet complementary backgrounds who share the same beliefs and values about the business of delivering financial advice. We chose to work together so that we could bring that business vision to life and deliver an excellent service to our customers while saving them money on the cost of advice.
TFAS is a fully regulated financial advice firm just like a traditional financial advice firm, but instead of meeting face-to-face, we meet our customers by telephone. Because of this we can help people wherever they live, and we can do so at a lower cost than traditional face-to-face advice. We see our service as complementary to traditional advice firms and we represent a new choice for customers who wish to deal with their financial planning needs more cost-effectively by phone.
Integrity, openness and a genuine concern for the long-term wellbeing of our customers lies at the heart of everything we do. We believe in offering sound financial advice to each and every individual. We believe in transparency on costs before any commitment is made. And after our advice is given, we will continue to be here to look after our customers, their families and their friends in future. These are the beliefs that brought us together as a team. These are the values that everyone in our business upholds.
Meet the TFAS Team
Jonathan Gains Marketing Director
17 years in the industry
Commercial Director of national IFA Bates Investment Services
Creator and MD of UK’s first fully online ISA advice business, Wiseup
SVP UK Head of Investments at Citibank – launched Citigold Wealth Management Service in the UK
Head of Sales for LV= Asset Management responsible for growing the Managed Portfolio range of risk-adjusted, multi-managed funds
Strategic D2C consultant (Egg Banking, Virgin Money, Moneysupermarket)
Gary Bell CEO
Serial Entrepreneur with successful start-ups in food manufacturing, food distribution, software and most recently renewable energy
Trained as an accountant after leaving school before joining the family dairy and retail business in 1977
Throughout his career he has filled various Senior Director roles including sitting on the Executive Board of a UK PLC
Craig Parsons Non Executive Director
Executive Director and Chief Financial Officer of an international financial services group
Recently led a turnaround, a £20million equity raise and balance sheet restructure together with a return to profitability of that business
Qualified as a Chartered Accountant with PwC in 1995
20 years’ experience working in the financial services industry
Phil Dibb Director – Compliance
Highly experienced Financial Services Compliance professional
Extensive working knowledge of regulated firms, in particular Compliance Monitoring and Training & Competence systems
5 years with the Financial Services Regulator (PIA & FSA) within the Supervision Department
Founder and Principal of successful Compliance Consultancy firm, incorporating “Compliance News”
Awarded ‘Chartered Financial Planner’ status by the CII in 2013
Simon Lister Financial Services Consultant
13 years in financial services industry
Worked for a number of IFA and Wealth Management firms
Holds Diploma in Regulated Financial Planning and Pension Transfer Specialist qualifications
The Financial Advice Service (TFAS) is looking for talented individuals who share our values of integrity, openness and a long-term commitment to customers to come and join our expanding phone-based team on the outskirts of Leeds.
We have roles available for exceptional individuals who are already qualified to give financial advice as well as those interested in building their career in financial planning through our Graduate Training Scheme.
TFAS is an energetic and fast-moving environment where everyone is wholly focused on delivering an exceptional advice service to our customers by phone. If that environment appeals to you, click on the View Jobs link for more details of the openings we currently have available.View Jobs