Business Details
Your Trusted Partner for Financial Advice in Thatcham
Trusted Financial Solutions, based in Thatcham, Berkshire, has been delivering independent financial advice for over 17 years. Our Managing Director, Simon Hannam, brings extensive industry expertise to provide tailored solutions for mortgages, investments, pensions, and tax planning. We prioritise a no-pressure approach, conducting thorough reviews to align financial products with individual client needs. Our whole-of-market service ensures access to exclusive rates while maintaining FCA regulation compliance. Clients benefit from a dedicated adviser relationship and a secure online portal for transparent progress tracking.With a focus on ethical practices and risk-aware investing, we aim to safeguard client capital through volatile market conditions. Our proven track record includes successful mortgage completions and portfolio growth, evidenced by numerous client testimonials. As an FCA-authorised firm (520525), we uphold the highest professional standards while maintaining personal service accessibility through flexible meeting arrangements.
Services
Mortgages
Investments
Pensions
Tax Planning
Life Assurance
Income Protection
Critical Illness
Key Man Insurance
Shareholder Protection
ISAs
Highlights and features
- We have 17 years of experience in independent financial advice
- Our whole-of-market service accesses exclusive mortgage and investment rates
- Dedicated adviser relationship with consistent client communication
- FCA regulated with number 520525 for professional compliance assurance
- Secure online portal for transparent financial product progress tracking
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice
Highly recommend
Professional and friendly
Capital well protected
No pressure approach
Services
Mortgage Advice
We provide comprehensive mortgage advice covering home mover, equity release, and buy-to-let options. Our whole-of-market approach accesses exclusive rates while considering individual financial circumstances. With FCA regulation compliance, we guide clients through every stage from application to completion, ensuring transparent cost explanations and suitable product selection based on deposit size, income, and long-term financial goals.
Investment Planning
Our investment services cover ISAs, unit trusts, and offshore options with clear non-jargon explanations. We assess risk tolerance, investment period, and tax position to create tailored portfolios. As FCA-regulated advisers, we emphasize ethical considerations and capital protection while maintaining transparency about market risks and past performance limitations.
Pension Solutions
We specialise in pension consolidation, income drawdown, and SIPP arrangements. Our advice considers state pension integration, tax-free lump sum options, and sustainable income strategies. We explain complex executive pension schemes and occupational pension options while prioritising long-term financial security through active portfolio management and regular reviews.
Tax Planning
Our tax planning services address income tax, inheritance tax, and capital gains optimisation. We develop strategic approaches that align with overall financial objectives while maintaining compliance with current regulations. The service includes regular reviews to adapt to changing tax legislation and personal circumstances, ensuring maximum tax efficiency across investment and pension structures.
Protection Insurance
We offer comprehensive protection solutions including life assurance, critical illness cover, and income protection. Our Key Man and shareholder protection policies safeguard business interests while personal policies ensure family financial security. We conduct thorough needs assessments to determine appropriate coverage levels and policy structures tailored to individual circumstances and future obligations.
People
Simon Hannam
Managing Director
Simon has 17 years' experience in financial services, specialising in mortgage and investment solutions. He established Trusted Financial Solutions to provide ethical, client-focused advice while maintaining FCA compliance. His expertise includes complex portfolio management and retirement planning strategies.
Questions
What financial services do you specialise in?
We specialise in mortgages, investments, pensions, and tax planning with FCA-regulated independent advice tailored to individual circumstances.
Are you regulated by financial authorities?
Yes, we're authorised and regulated by the Financial Conduct Authority under reference 520525 for professional compliance assurance.
How do you provide mortgage advice?
We offer whole-of-market mortgage advice, accessing exclusive rates while considering your deposit, income, and long-term financial goals.
What investment options do you offer?
We provide ISAs, unit trusts, offshore investments, and general investment accounts with clear explanations about risk and potential returns.
How can I track my financial products?
Clients access our secure online portal for real-time progress tracking of mortgages, investments, and pension arrangements.
Do you offer pension planning services?
Yes, we specialise in pension consolidation, income drawdown, SIPP arrangements, and retirement income planning strategies.
