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

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.


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

kevin marshkevin marsh
06:48 25 Oct 23
Jack is always there when you need his services. He is quick, reliable and efficient to respond to any of our financial queries and his advice is always clear and honest to help us make our decisions.
Penny JonesPenny Jones
09:35 27 Sep 23
Jack Stacey has wide-ranging experience, with his clients’ interests at heart. His advice is explained fully and clearly, with no pressure on clients to proceed. We always get the full picture of the pros and cons of a product, which enables us to make our decisions.
Eugene McCaffreyEugene McCaffrey
09:29 30 Aug 23
Jack provided us with valuable advice so that we could make an informed decision about our finances and I would highly recommend him to others in need of sound financial advice.
Caroline PelloweCaroline Pellowe
18:21 25 Aug 23
The advice and help we received from Jack Stacey was brilliant. He was very helpful explained everything clearly. Would highly recommend him for any financial advice.
Richard BatemanRichard Bateman
10:25 19 Jul 23
Helpful, friendly service. They put you at ease straight away. Coming from a position where I knew nothing they were very knowledgeable and efficient. As a team I felt very welcome and looked after. Brilliant atmosphere
John downeyJohn downey
20:40 06 Jun 23
Jack Stacey at TFA Truro has helped me plan for my retirement. He has been very patient with me, explaining everything about investing for my future in easy to understand steps. It can be very confusing and frightening investing your hard earned retirement funds, but Jack is a very likeable and trustworthy person and I am happy to work with him. I feel he has become a friend and I will look forward to our future meetings.
Jennifer SeatonJennifer Seaton
13:49 01 Jun 23
Excellent Service Jack and his team went the extra mile, nothing was too much trouble, would recommend and use again.
Bill BroadleyBill Broadley
10:12 03 Feb 23
Despite the current financial situation Jack is always cheerful and looking on the bright side.He has a great bedside manner. He rescued me from a previously dreadful provider (Aviva) and I am confident in his ability to steer my pension through these hard times. Can explain the options in words even I can understand. Have just had our first annual review and am very happy with the way Jack has handled my pension.
Vincenzo CapobiancoVincenzo Capobianco
14:08 11 Oct 22
Jack and his team are the best at what they do and really helped us out from start to finish, know matter what time of the day (or night) it was.Thank you Jack and the whole team.
rachel robertsrachel roberts
21:51 23 Aug 22
Trustworthy and proven to be reliable for over 15 years. Always able to help with queries promptly. Particularly impressed by the help received when in a crisis, and needing to have advice and help in our time of need.
Heidi HarringtonHeidi Harrington
13:19 05 Jul 22
I can highly recommend Jack Stacey at Trusted Financial Advice in Truro to anyone looking for sound financial advice. Jack helped me with a personal pension following divorce and is a delight to work with. His customer service is exceptional and he always has a funny story to share. Thanks so much Jack for all your support.
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.
Tony GroseTony Grose
18:51 11 Jun 21
Had the pleasure of dealing with Jack Stacey who has looked after my finances for many years. Working in the industry myself in estate agency I can honestly say that no one comes close to matching the service Jack offers. I would have no hesitation in recommending Jack as the best financial advisor I have ever dealt with. Honest advice and really has your best interest at heart. Being independent he can search the WHOLE market ensuring you always get the best deal to suit your individual need. Don’t waste time elsewhere book to see Jack!!!

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.

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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