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 Principal & Managing Director
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
Claire Grundy Operations Manager
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 ensuring that financial operational activities are executed and delivered to the highest standard
With self-development and continuous business improvement of high importance, she provides a professional outlook whilst building long-term, trusting relationships along the way
Heather Winterburn Executive PA
Over 5 years’ experience in administrative support roles, working in varied sectors from marketing, public sector and recruitment.
Heather is dedicated to providing excellent support to our Managing Director to ensure business growth and development.
Role involves project management, diary liaison and meeting support.
Chris Redman Senior Independent Financial Adviser
More than 25 year’s experience in financial services, in both management and client facing roles. Extensive experience in financial planning, working for both large UK financial institutions, as well as regional advisory practices.
Chris is passionate about using his expertise to deliver tailored financial plans that add value to his clients and building trusting relationships over the longer term.
Expertise in holistic financial planning across pensions, investment and protection.
Tom Redmond Independent Financial Adviser
Mathematics graduate passionate about providing excellent customer service
Delivers a client focused service developing financial plans tailored to your needs
Experienced in providing holistic advice on Pensions, Investments and Protection Planning
Albie Boulton Independent Financial Adviser
More than 3 years of Financial Services experience, working for the UK’s largest retail bank and a whole-of-market mortgage broker throughout the North East.
Albie delivers a client focused service developing financial plans tailored to your needs.
Experienced in providing advice to clients across an array of financial products.
Bob Harris Independent Financial Adviser
Over 15 years’ experience providing financial solutions to both individuals and businesses.
Bob is dedicated to offering trustworthy financial planning advice to clients, supported by thorough knowledge of both local and global financial service markets.
Tobias Maynard Independent Financial Adviser
A client-orientated and logical adviser who is passionate about providing the best financial support to his clients, in a straightforward and easy to understand manner.
Tobias is a specialist in providing advice relating to Pensions and Retirement Planning, whilst also providing advice in Investments and Family Protection. Tobias also holds a Bachelor’s degree in Mathematics from Newcastle University.
Lauren Kiley Senior Paraplanner
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
Achieved a Level 6 Diploma in Financial Advice with LIBF
Carrie Dudley Paraplanner
Financial Paraplanner with over 10 years of experience across multiple financial services roles.
Role involves conducting in depth policy analysis and formulating bespoke financial planning reports.
Passionate about the financial services industry and keen to ensure our clients receive an excellent level of service.
Kayleigh Sambhi Paraplanner
Financial paraplanner with over 4 years experience in paraplanning.
Passionate about financial services industry and service excellence.
Role includes conducting in depth analysis and creating bespoke recommendations and reports for each client.
Experienced in dealing with pensions both pre and post retirement, investments and protection.
Kelsea Price Trainee Paraplanner
Over 5 years’ experience working in administrative support roles, committing to high quality customer relations with both external clients and internal staff members.
Passionate about providing excellent customer service through reliable and professional delivery. Keen to ensure needs and objectives are met for the individual and business.
With self-improvement and organisational skills at her core, Kelsea offers a professional attitude whilst continually looking for new ways to enhance the customer experience.
Thomas Steinli Compliance Officer
Marie Crowther Business Administrator
Working in Financial Services for over 10 years’, Marie has worked in various roles from Client Relationship Manager to Business Administrator which includes responsibilities such as data cleansing and new business processing and has gained an abundance of experience in administering clients Pensions & Investments.
Marie offers first class customer service and will go above and beyond to achieve what she needs for each client.
Passionate about providing outstanding customer service and doing a thorough job for clients, Marie is organised, approachable and compassionate to clients.
Alex Holmes Business Administrator
Over 2 years of Financial Services experience, working for a leading IFA firm based in Yorkshire, covering a wide aspect of responsibilities.
Alex is passionate about providing high quality customer service throughout the financial planning process, with the client journey being at the heart of every decision to ensure current and future objectives are met.
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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