Your Financial Future, Our Expertise
Trusted Financial Solutions is a reputable financial services company based in Thatcham, Berkshire. Our team of experienced professionals is dedicated to providing independent financial advice to individuals and businesses. With years of experience in the financial industry, our Managing Director, Simon Hannam, has built a reputation for trust, excellent service, and personalized attention to our clients.
Our Services
At Trusted Financial Solutions, we offer a comprehensive range of financial services designed to meet the unique needs of our clients. Our services include mortgages, investments, protection, pensions, and tax planning. We understand that every individual has different financial goals and priorities, and our expert advisors work closely with clients to understand their requirements and provide tailored solutions.
Mortgages
Are you getting the best deal on your mortgage? We provide an independent whole of market service that is second to none. Whether you're a first-time buyer, moving home, or looking to remortgage, our mortgage experts will guide you through the process and find the best deal for you.
Investments
Worried about your savings in the current financial climate? Our Investment service provides independent advice that can make the most of your money. From ISAs to investment bonds, we'll help you make informed decisions about your investments and ensure your financial goals are on track.
Protection
Are you happy with the level of life cover and income protection you currently have? We can review your cover to ensure you are best protected. Our protection services include life assurance, income protection, critical illness protection, key man insurance, and shareholder protection.
Pensions
Need help planning for your retirement? Our specialist pension planning service can ensure you're covered when you need to retire. We offer a range of pension plans, including income drawdown, self-invested personal pensions (SIPP), and more.
Tax Planning
Tax planning is an essential aspect of financial planning. Our tax planning services include income tax planning, inheritance tax planning, and capital gains tax planning. Our experts will help you minimize your tax liability and maximize your wealth.
Our Commitment
Our aim is a no-pressure, hassle-free approach to financial services. Whether it's a mortgage, pension, or insurance, we will search the whole of market to get you the best product to suit your needs. We recognize that it's not always easy for you to get to your local bank or building society. This is why we offer you the option to meet at a time and place convenient to you, or at our office in Thatcham.
Overview of Reviews
Good Financial Guidance
The reviews praise the guidance provided by Simon, highlighting his ability to explain complex financial concepts in a clear and concise manner. This has been particularly helpful for those who have struggled financially and found themselves overwhelmed.
Exemplary Customer Service
Reviewers have commended Simon's kind and understanding approach, making clients feel at ease despite their financial difficulties.
