TFA - Trusted Financial Advice - Paul Grey

Independent Financial Adviser  TFA Ltd, St. Austell, PL25 4FD
First meeting at adviser's own cost
A Chartered Financial Planner and Fellow of the PFS, Paul provides Independent financial advice to individuals across the South West. Meetings can be offered on a face to face or remote basis.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Paul Grey
Chartered Financial Planner and Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Paul is an adviser at TFA Trusted Financial Advice. We have a long history of providing sound financial and mortgage advice to individuals, families & businesses.

Our independence enables us to compare thousands of financial products to find the right product for you, we will then manage your application from start to finish.

We are proud of our client centric approach and we regularly ask our clients for feedback, all of which can be read on our website or Via Paul's VouchedFor profile.

Paul provides trusted financial advice in a way that is clear and easily understood, helping to take away the stress, confusion, and worry of complex financial decisions. His expertise ranges from investment advice to retirement planning and inheritance tax mitigation.

In today's complex and fast paced industry, receiving truly independent advice has never been more important.

In addition to being able to offer you this, having access to the whole of the financial market ensures you will get the best and most relevant advice possible.

Our services

Paul takes a holistic approach, fully assessing your circumstances to ensure he meets your requirements. This includes investing and accumulating wealth for clients and their family, and advising retirees on how to best manage their pensions and investments.

He offers advice on the following -

✓ 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;
✓ Estate planning and inheritance tax mitigation;
✓ Financial protection, including life assurance, critical illness cover and income protection;
✓ Mortgage advice, including equity release;
✓Later life and Long Term Care Planning;
✓ 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.Paul

Where to find us
Head office address: TFA Ltd, Unit 3, St Austell Business Park, St. Austell, PL25 4FD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

TFA Trusted Financial Advice is a trading style of Tom French & Associates which was established in 1997 & is authorised & regulated by the Financial Conduct Authority and is entered on the Financial Services Register 185513.

Response rating
7.0/10
check
FCA authorised
Last authorised 8th August 2022

Similar advisers near you

Independent Financial Adviser 0 mi
We are here to help you in buying your first home to sorting out your Retirement & Investments needs.
 
Independent Financial Adviser 0.22 mi
As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.
 
Independent Financial Adviser 0.47 mi
A Chartered Financial Planner and Fellow of the PFS. Darren provides clear, impartial and Independent financial advice to individuals across Cornwall. Meetings can be offered on a face to face or remote basis to suit your preferences.
 
Independent Financial Adviser 0.59 mi
“It is the value of honesty, integrity and empathy which have given Worldwide Financial Planning the edge" - FT Adviser Editor