As a regional, independent and trusted firm of financial and mortgage advisers with experience stretching back some 23 years, we’re delighted to be adding to our team of independent financial advisers with Josh Marshall who joins our Hampshire Office.
TFA Managing Director Chris Glazier commented;
“Whilst 2020 has been challenging for all with COVID-19, we are particularly pleased to have continued to grow our team of advisers and support staff. Earlier this year we welcomed Andy Burton on board as an IFA in Devon, Stuart Mair as an Independent Protection Adviser in Herefordshire and Ben Lavell as an Independent Mortgage Adviser in Truro. We also welcomed Marc Bohanna & Helen Guard to our support team and we’re now very pleased to end the year on a high with Josh joining us. 2021 will see us continue to focus on expanding our advice and support teams with new announcements next year.”
Josh joins our well established and regarded IFA Glen Belcher who heads up the Hampshire office based in Wickham. He will be offering totally unbiased independent and friendly financial planning and wealth management advice to individuals, families and businesses. Having graduated in Economics, Finance and International Business, Josh went on to attain both his Diploma in Regulated Financial Planning and his certificate in Long Term Care insurance.
Josh Marshall said:
“I’m very excited to be joining such a well-regarded financial advice firm where I can pursue my desire to offer clients truly unrestricted and independent advice. The level of support I’ve received has certainly lived up to expectations and I’m particularly impressed with the range and type of technology available. TFA’s investment in these tools will help me to ensure that our clients get the best advice and service possible. Glen and Andrea in the Hampshire office have been very welcoming and I’m very much looking forward to meeting the wider TFA team once we’re out of lockdown!”
Living in Petersfield, Josh covers the whole of Hampshire and Surrey. Core to TFA’s service offering is our ability to offer clients a flexible approach, working around our clients work and family, offering both face-to-face advice in the comfort of their own home, office-based meetings, over the telephone, or via video conferencing or at an alternative location.
Josh joins TFA from a firm of restricted financial advisers and is very much looking forward to being able to offer totally independent and unrestricted financial advice. Once settled Josh will resume his studies towards achieving Chartered Financial Planner status and becoming one of the most experienced and qualified advisers in the profession, where he will join TFA Chartered Planners Paul Grey, Graham Westhall, Maurice Scant and Darren Bilkey.
INDEPENDENT FINANCIAL ADVICE PROVIDED BY JOSH:
Pension Planning, Savings & Investment advice, Retirement Planning, Estate Planning, Wealth Management, Corporate Risk Management including Business Protection, Shareholder Protection, Partnership Protection, Key Person Protection, Loan Protection; Financial Protection for individuals including Life Assurance, Critical Illness Cover, Income Protection.