Trusted Financial Advice
Medical Independent at TFA
Medical Independent
Independent financial advice for medical professionals from Medical Independent, a trading style of TFA.
Jack Stacey
Jack is a general financial adviser and specialises in all aspects of financial planning having had nearly 30 years industry experience.
Having previously worked for the British Medical Association, Jack has gained plenty of Knowledge on NHS pay scales and benefits and continues to work with many Doctors throughout the South West.
Jack often, but not exclusively deals with matters of:
Mortgage advice including equity release; financial protection, including life assurance, critical illness cover and income protection; investments and savings of all kinds, whether orientated towards income, capital growth, or both; and pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
Recommendations
At TFA we seek client feedback via the independent review platform Feefo, which collects real reviews from real clients. You can read the reviews for TFA by clicking on the Feefo link below.
Dr Lenz, Consultant - Retired. Perranporth
“Jack Stacey has been our Financial adviser for nearly eight years. He is easy to make contact with and his punctuality is exemplary. He is first class IFA and all his investment recommendations have performed well or better than expected. We have no hesitation in commending Medical Independent to anyone who needs and IFA.”
Dr Holmes, Consultant. Truro
“Jack has the rare ability to make the world of personal finance understandable to the financially illiterate. He always presented a series of options to us and was careful to tailor his advise to our particular needs. He is highly reliable, efficient, trustworthy and unfailingly cheerful.”
Dr Flynn, GP. Camborne
“After asking for help in arranging our difficult mortgage, he did not stop until he got us what we wanted, to which we are very grateful. Very helpful and pleasant to deal with.”
Mr.F.Bason, Dentis. Fowey
“I have always found the advice from Medical Independent to be impartial and in my best interests. I am happy to recommend their services to anyone in need of financial services.”
Dr Stratton, Consultant. Truro
“Medical Independent have been our advisors for six years and we cannot recommend them highly enough. They are extremely reliable and their advice is provided in the friendly, cheerful manner whilst taking the time to discuss the finer points.”
Dr's A. & P. Roberts, GP's retired. Constantine
“Jack Stacey looks after us very well. He is reliable and knows what he is talking about and more importantly, we understand what he is saying! It is always a pleasure to see him.”
Mr Parsons, Surgeon. Truro
“Jack Stacey has given us excellent advice over the years. He provides a friendly, efficient and reliable service which we would recommend to any needing independent financial advice.”
