About You

We only work with clients when we can add significant value

Our clients value professional advice in all aspects of their lives and are looking for a safe pair of hands to manage their personal finances

They are typically professionals or business owners, living or working in Leeds, Harrogate York, Wetherby, Boston Spa and the surrounding areas

Our clients are typically planning for retirement, have already reached an age where they want to stop working, or at least slow down

Our clients come from all walks of life, sharing the same goal of needing a clearly explained solution to their financial challenges

They share our family values, have a sense of humour and are actively engaged in the exchange they have with us

Why are they our clients?

Our clients all give different reasons for why they choose to work with us. Some of the most frequently heard answers include:

We’re professional, personal and a provide a friendly service

They value our advice and opinions

We’re transparent and communicate in plain English

We have a team approach to looking after them

They look after my interests for my future and my family’s future

If this is what you are looking for in an Independent Financial Adviser, please do get in touch for a chat.

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What our customers say

The choice of TFAC as my financial adviser… has been one of the best financial decisions I have ever made. Advice has been given… and proposals have been drawn up on optimum ways to proceed. This has always been followed up by clear and concise documentation.

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

The tool used to demonstrate different financial scenarios is fabulous to help plan my future savings and more importantly my future spending!

I am very happy to endorse the company as they have not only given me very sound advice, helped to save me money but also helped me to grow my investments.

Professional, personal and a friendly service… Prepared to listen and discuss my requirements in depth…. I can highly recommend all the team at The Financial Advice Company, for looking after my interests for my future and for my family’s future.

I have no hesitation in recommending them for first rate independent financial advice and management.

I have been a client of the Financial Advice Company for over 5 years and in all of that time I have found the advisors and their administrative staff both courteous and helpful.

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