Committed to delivering a great service to you
WHY TFAS LTD?
- We are Independent Financial Advisors
- We focus on the end goals and outcomes that are important to you
- We have friendly real people you can talk with
- We offer you the most easy and convenient service
- We will take time to properly understand your priorities and needs
- We simplify the process to getting the advice you need
About TFAS LTD
The Financial Advice Service Ltd (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 in a more convenient manner than traditional face-to-face advice. 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 LTD Team
Jeff Lange Director - Pensions, Investments and Protection
More than 10 years experience in personal finance, in both management and customer facing roles, for a number of the most respected financial institutions in the UK
Passionate about providing a convenient and professional service, prides himself on the importance of building long-term, trusting relationships that add real value to his clients
Experienced in delivering financial planning advice focused on pensions, investments and protection
Neil Simmons Director - Equity Release
Neil continues to enjoy an extensive career in financial services training as an adviser with Hambro Countrywide before moving in to sales management followed by a regional manager role. Senior sales and management positions followed with highly respected companies such as Prudential , Barclays and the Bank of America
More recently developing corporate partnerships as Business Development Director for the Country Gentlemans Association under the umbrella of St James Place Wealth Management. However, the challenge of drawing on all that experience to develop a regional IFA and national Later Life lending specialist with like minded individuals was too much of an exciting opportunity to turn down. The Financial Advice Service gives customers access to a level of service, professionalism and bespoke financial advice not generally offered
An independent specialist placing accessible , financial advice and information for all its customers first and foremost
Matthew Fox Senior Independent Financial Adviser
More than 25 years of Financial Services experience, working in a number of technical and client facing roles for various large and small Financial Advisers in and around the Yorkshire area
Experience in core advice areas, as well as specialisms in Pensions and Investment Planning, a membership with The Chartered Insurance Institute (CII) and has achieved the Diploma in Regulated Financial Planning (DipPFS) A network of specially selected experts to support your advice needs
“My role is all about supporting clients in achieving their financial goals whilst ensuring long-term security and stability”
Matthew Good Independent Financial Adviser
More than 6 years of Financial Services experience, working for a multi-national company and a local Financial Adviser in and around the North and West Yorkshire area
Delivers a client focused service developing financial plans tailored to your needs
Experienced in providing holistic advice on Pensions, Investments and Protection Planning
Lauren Kiley Advice Quality Manager
Over 10 years’ experience providing clear telephone-based advice
Passionate about providing excellent customer service
Experience in debt law, insolvency and budgeting, state benefits, pension freedoms and options at retirement
Studying to achieve Chartered status
Michelle Nesbitt Senior Equity Release Adviser
Michelle has more than 30 years in financial service with extensive experience in mortgage lending, working in both underwriting and customer facing roles for many long established Financial Institutions across the UK and Isle of Man
Passionate about providing a professional service, Michelle prides herself on building trust based relationships and providing a first class service to her customers
Michelle is a highly experienced Relationship/Customer Experience Management Professional within leading commercial and financial markets
Joe Marchant Senior Equity Release Adviser
Joe has extensive experience in financial services in particular specialist independent equity release advice
Joe is Passionate about Providing a Professional Service based on a comprehensive understanding of his client’s requirements and objectives
Extensive experience in equity release advice
Member of The Equity Release Council
Achieved the Level 1,2,3 in Mortgage Advice and Practice (CeMAP)
Achieved Certificate in Regulated Equity Release (CeRER)
Kallum Crossley Equity Release Adviser
Kallum has worked in the mortgage industry since graduating from the University of Leeds in 2012 and has acted on behalf of private and commercial clients with many long established financial institutions across the UK
Passionate about providing a professional service, Kallum prides herself on building trust based relationships and providing a first class service to her customers
Kallum is an experienced equity release adviser with a legal background that provides a unique understanding of the equity release process. She has experience with both equity release and conveyancing processes and is a member of The Equity Release Council
Patrick Beauchamp Equity Release Adviser
Several years of experience in providing advice on equity release products, including plan reviews and further borrowing
A client focused, transparent and diligent approach
Fully qualified to advise on Equity Release and a member of the Equity Release Council
Tim Byford Trainee Paraplanner
Experienced Financial Services Administrator and studying to achieve a Certificate in Paraplanning (CertPFA)
Passionate about delivering a professional service and ensuring the customer journey runs smoothly
Eager to continue to progress within the Financial Services industry
Jonathan Sharp Paraplanner
Full-time Paraplanner and eager to continue to progress within the Financial Services industry
Passionate about ensuring clients’ needs and objectives are met and exceeded where possible
Studying to achieve Chartered status
Tom Redmond Sales Coordinator
Mathematics graduate and experienced sales professional in both business-to-business and business-to-consumer sales arenas
Passionate about delivering a professional and friendly service, establishing client relationships and ensuring the customer journey runs smoothly
Eager to continue to progress within the Financial Services industry
Claire Grundy Business Support Coordinator
Over 10 years’ experience in leadership and customer service; servicing corporate, public sector and individual client’s business needs throughout the UK
Claire is passionate about customer service and strives to provide the best possible service at every available opportunity
With self-development and continuous business improvement of high importance, she provides a professional outlook whilst building long-term, trusting relationships along the way
Careers
The Financial Advice Service Ltd (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 in the centre 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.
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