An Independent Financial Adviser for over 25 years, Jack has continued to build his clients entirely through referrals from existing clients or local professional connections.
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. 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;
pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
What our clients say
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.