Jack Stacey Grad Dip, DipPFS, Certs CII (MP & ER)

Jack-stacey-independent-financial-adviser-truro
Jack Stacey Grad Dip, DipPFS, Certs CII (MP & ER)

Independent Financial Adviser

Jack is an independent financial adviser based in Truro offering a wide range of independent financial and mortgage advice services, helping clients from Truro, Falmouth and St Austell. He also serves the wider Cornwall and Devon region. Whether you require guidance for individual, family or business money matters, he’s here to help. Jack is based in the central Truro office.

With over twenty five years’ service in the financial advice sector, Jack is a highly experienced Independent Financial Adviser (IFA) and Mortgage Adviser. He is well placed to assist you with personal pensions, investments and financial protection such as life insurance and income protection.

Experience and background

An Independent Financial Adviser (IFA) for over 25 years, Jack has continued to build his clients entirely through referrals and recommendations from existing clients or local professional connections. He joined TFA in 2006, and has now realised both his and our ambition to manage and office in the centre of Truro.

Jack is well known for providing trusted financial advice in a way that is clear and easily understandable without the use of jargon. He helps to remove the stress and confusion that clients often feel when dealing with complex financial decisions.

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Services offered

  • Savings and investments advice. Devising a strategy that considers tax, risk levels and personal priorities.
  • Pension planning. Including guidance on accumulating pension savings cost-effectively. Advice on achieving tax-efficient retirement fund withdrawal.
  • Financial protection. A range of personal and family safety net measures, including life assurance, critical illness cover and income protection.
  • Estate planning. Including inheritance tax mitigation through use of trust structures, investment bonds and whole of life plans.
  • Group employee benefits. A range of employee benefits, including death in service, critical illness cover, sick pay arrangements and permanent health insurance.
  • Mortgage Advice. Helping you find the right mortgage including first time buyer, re-mortgage, buy to let lending and equity release. Incudes lifetime mortgages, second charge and secured borrowing, bridging and short time finance.

Specialist areas

As an Independent Financial Adviser (IFA), Jack provides a completely independent financial advice service, and has a specific focus on the medical profession having previously worked for the British Medical Association where he gained invaluable knowledge on NHS pay scales and benefits. Further information on Jack’s medical focus can be found here.

What our clients say

Client reviews specifically for Jack Stacey can be found by clicking here.

Client reviews specifically for Jack Stacey on Google

Jackie BennettsJackie Bennetts
17:28 04 Jul 22
Jack has been finding Mortgages for me every few years since 2011. He is always quick to respond and finds me great deals.Would highly recommend him.
Kay WaldenKay Walden
11:49 28 Jun 22
I couldn't recommend TFA enough, they are always friendly, reliable and give a quick response/ solution to any queries. I used them as a mortgage broker to buy my house and just remortgaged painlessly with their help. Thank you for all your hard work.
rich lakerich lake
15:53 26 Jun 22
We have used Jack a number of times now and would recommend him to anyone. He is very diligent, an expert in his field and very friendly
Elaine WilliamsElaine Williams
17:00 08 Jun 22
I have been using Jack Stacey now for around 8 years and have always found him to be efficient and helpful. I will continue using him as i need to in the future as I trust his advice.
Yuthika Zoe SahaYuthika Zoe Saha
16:33 07 Jun 22
Excellent support in all aspects of the mortgage process. It is the 3rd time in 2 years we have sought Jack's help with getting a mortgage and he has been superb in all the three cases covering a residential, a holiday let and a buy to let mortgage. Jack is expert in giving advice on all matters that concern investments, he is very well connected so he can get the best deals in the market. He is always there, responding immediately to all queries, is very understanding and efficient. We recommend him very very highly for all kind of advice in financial matters.
Ben LaycockBen Laycock
10:50 01 Mar 22
My wife and I have been seeing Jack for several years now and his advice has been invaluable. He has been helpful, friendly and very clever with our finances. I can think of nothing negative to say. Thanks Jack.
Becky TongBecky Tong
22:38 28 Feb 22
First class service as always from Jack Stacey. Professional, friendly, approachable and knowledgeable with realistic and appropriate advice without any pressure.I would not hesitate to recommend Jack for any financial or life insurance advice and will request his advice if required in the future.Thank you once again for your invaluable assistance, time and impartial advice Jack.
Jon NyeJon Nye
17:32 20 Feb 22
Jack arranged a buy to let mortgage for me and also helped me with a pension arrangement.I found the whole process was made very straightforward as Jack explained everything to me at each stage, and he went above and beyond to make sure everything went through smoothly and always answered any queries I might of had.I would highly recommend him for any financial needs.
Charlotte HillCharlotte Hill
23:53 11 Jan 22
I have known Jack Stacey as my financial advisor for over 10 years. He has always provided me with excellent, consistent and professional advice with integrity and honesty. I have absolute trust in his extensive knowledge and he is very personable and considerate in his approach. Highly recommended!
Sue PalmerSue Palmer
09:12 10 Jan 22
Jack has been above 100% in each conversation I have had with him. He explains everything thoroughly and I feel very comfortable with the management of my portfolio He is extremely responsive when I ask questions and is always prompt in supplying answers. Good company great team!
Theresa HemmingTheresa Hemming
19:55 01 Oct 21
I dealt with Jack Stacey from TFA, he is a lovely man, easy to deal with and to talk to, very professional, friendly. He took his time to explain things in an clear simple way, I felt I could ask him anything and not feel stupid, nothing was too much trouble. I will have no problems at all in using Jack for any financial advice I need. He gave a 5 star service, I could not recommend him highly enough.
Sophie AugardeSophie Augarde
07:37 16 Sep 21
Jack is a fantastic financial advisor. He is quick to respond and always goes the extra mile. He is also lovely to talk to, funny and warm, and always takes the time to explain something if you’re not sure. I know very little about financial services and mortgages etc and Jack has been brilliant at helping us detangle all these things and getting it sorted for us. He never seems to mind random questions or emails and is incredibly prompt at getting back. We’ve been using Jack for several years now and could not recommend him highly enough.
Pete MayPete May
07:41 04 Sep 21
I was recommended TFA, and Jack Stacey in particular, and what a great piece of advice it turned out to be. Jack has been absolutely fantastic through the whole process of my house move and mortgage application. He was always on hand to answer any query, and did so honestly and efficiently. I was told by friends that I could do all the leg work myself and save a bit of money but I absolutely would use TFA again! 100% without doubt. The fee's are minimal compared to the work they put in, and I would happily pay it again. Genuinely can't recommend TFA and Jack enough. Top quality service is sometimes hard to find, but look no further than these guys!! You won't be disappointed.
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Locations covered

Jack is based in Truro and has an office on River Street where he provides his financial advice service from. Jack is very flexible and you can arrange to see him either in the Truro or St Austell Office or at home or your place of work, or another location locally. His service area covers Truro, Falmouth, St Austell and many other towns and villages in this region.

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You can contact Jack Stacey Grad Dip, DipPFS, Certs CII (MP & ER) on 01872 309444 or 07737 480179 or complete our enquiry form.

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