Business Details
19 Years
experience
Your Trusted Partner for Financial Advice Solutions
Trusted Financial Solutions, based in Thatcham, Berkshire, has been delivering independent financial advice since 2007. With 17 years of industry experience, our Managing Director Simon Hannam leads a team committed to providing tailored solutions for mortgages, investments, pensions, and tax planning. We operate with a no-pressure approach, searching the whole market to secure products that precisely match client needs. Our FCA authorisation (520525) ensures compliance with rigorous regulatory standards, while our local office presence enables face-to-face consultations at clients' convenience.The same adviser maintains contact throughout, supported by a secure online portal for real-time progress tracking. Our independence from product providers guarantees access to exclusive rates and unbiased recommendations, saving clients time, effort, and money through our dedicated service.
Services
Mortgages
Investments
Pensions
Tax Planning
Protection
Details
- Year established: 2007
Highlights and features
- We have 17 years of experience in independent financial advice
- We provide a whole-of-market service with exclusive rate access
- Our FCA authorisation ensures rigorous compliance standards
- We maintain consistent adviser-client relationships throughout processes
- We offer secure online portals for real-time financial product tracking
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice
Highly recommend
Professional approach
Personalised service
Successful outcomes
Services
Mortgages
We guide clients through mortgage applications, offering whole-of-market advice to secure optimal deals. Our FCA-regulated service covers home movers, first-time buyers, and remortgaging. We explain all costs clearly and handle paperwork while maintaining consistent adviser contact throughout the process.
Investments
Our investment services cover ISAs, bonds, and offshore options with clear non-jargon explanations. We assess risk tolerance and ethical preferences to recommend suitable portfolios. We emphasize that investments can fluctuate and past performance doesn't guarantee future results while providing ongoing portfolio management.
Pensions
We offer comprehensive pension advice including consolidation, income drawdown, and SIPP solutions. Our experts explain tax-free lump sum options and help clients transition to retirement with confidence. We cover stakeholder, personal, and executive pension plans with tailored strategies.
Tax Planning
Our tax planning services focus on income tax, inheritance tax, and capital gains optimisation. We provide strategic advice to legally minimise tax liabilities while ensuring compliance with current regulations. Our approach considers long-term financial goals and changing tax legislation.
Protection
We review life assurance, income protection, and critical illness coverage to ensure adequate safeguards. Our services include key man insurance and shareholder protection plans. We help businesses and individuals maintain financial security through tailored insurance solutions.
People
Simon Hannam
Managing Director
With 17 years' experience in financial services, Simon leads our team with a commitment to independent advice. He specialises in mortgage and investment strategies while maintaining direct client relationships throughout the advisory process.
Questions
What financial services do you specialise in?
We specialise in mortgages, investments, pensions, tax planning, and protection products, offering whole-of-market independent advice.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority (520525).
How do you tailor financial advice to individual needs?
We conduct personal financial reviews to understand your investment period, tax position, risk tolerance, and ethical preferences.
Can you help with first-time mortgage applications?
Yes, we guide first-time buyers through the entire mortgage process with clear explanations and support.
Do you offer online account management?
Yes, we provide a secure online portal for real-time tracking of your financial products.
How are investment risks managed?
We explain all risk levels clearly and ensure you understand potential capital fluctuations in investments.
