Your Team

We like clients to get to know as many of the team as possible, so come and say “hello” by clicking on our individual profiles…

Starlight

Our Chosen Charity

Milo the Pug

Super Financial Lead

Frank Rosenhead

Co-Founder

Milo the Pug

Super Financial Lead

Dave Reed

Valuations Officer

Shelley Cordiner

Legal Eagle

Julie Wright

Admin Queen

Ben Cordiner

Co-Founder & Financial Adviser

Dave Reed

Valuations Officer

What our customers say

I've been investing with the company for over 10 years and am very happy... The team is professional, friendly and takes time to ensure I understand the risks and benefits associated with the various offerings.

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.

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.

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.

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.

We particularly value the future projections of our financial position. We consider that this helps to plan sensibly for the future particularly taking into account age and health prospects and provides reassurance as to a secure financial future.

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