Trusted Financial Advice
TFA & Specsavers
TFA's relationship with Specsavers
As an independent financial adviser, Paul’s relationship with Specsavers started in April 2015 focussing on re-mortgage advice for one of Specsavers Business Partners. Since then it has grown to encompass advice to Specsavers business partners and their families and both head office and branch personnel on all aspects of financial advice including:
- Mortgages
- Life and protection cover
- Full financial reviews
- Retirement Planning and pensions advice
“The advice given by Paul has been excellent. He is a true professional who has constantly delivered at the highest level. Reliable, honest and understanding are some of the words I can use describe Paul.”
Ravi Persand Specsavers
Paul is a highly experienced and knowledgeable Independent Financial Adviser (IFA) who has attained the highest status as a Fellow of the Personal Finance Society. Whether you need assistance with personal pensions, investments or corporate risk management, Paul can provide expert financial advice.
Paul offers both video and face to face advice either in the comfort of your own home or at your Specsavers branch or office location to suit your requirements. His initial meeting with you will be at our cost and this will establish the level of service you would like us to provide and the costs associated with this.
Financial Plan - Why do I need one and where do I start?
This 9 minute video from Paul Grey, Fellow of the Personal Finance Society and Chartered Financial Planner takes you through what a financial plan is and why you need one. He’ll explain how he can help you to prepare a financial roadmap to secure the financial future you want and need.
