Business Details
18 Years
experience
Independent Financial Advisers in Thatcham
Trusted Financial Solutions, based in Thatcham, Berkshire, has been delivering independent financial advice since 2008. With 17 years of industry experience, our Managing Director Simon Hannam leads a team committed to providing tailored financial solutions. We specialise in whole-of-market services spanning mortgages, investments, pensions, and tax planning, ensuring clients receive unbiased recommendations. Our FCA-authorised status (520525) guarantees regulatory compliance and client protection. We prioritise a no-pressure approach, offering flexible meeting options and a secure online portal for transparent communication.Our 14-year track record demonstrates consistent expertise in navigating market fluctuations while maintaining capital protection. Client testimonials highlight our exceptional service quality, with particular praise for our clear explanations of complex financial products. We maintain long-term relationships through regular portfolio reviews and proactive market updates, ensuring clients' financial strategies evolve with their needs.
Services
ISAs
Investment Bonds
Home Mover Mortgages
Equity Release
Income Drawdown Pensions
SIPPs
Life Assurance
Income Protection
Critical Illness Cover
Details
- Year established: 2008
Highlights and features
- We have 17 years of experience in independent financial advice
- We provide whole of market service with exclusive rates
- Our team maintains FCA-authorised professional standards
- We offer secure online customer portal access
- We implement no-pressure, hassle-free financial solutions
Associations and certifications
- Financial Conduct Authority
What people say
Excellent advice
No pressure approach
Secure capital protection
Timely communication
Personalised service
Services
Investment Bonds
We offer comprehensive investment bond solutions tailored to individual financial goals. Our FCA-regulated services combine global market access with risk management strategies. Clients benefit from regular portfolio reviews and performance tracking against benchmark indices, ensuring investments remain aligned with evolving financial objectives while maintaining appropriate risk levels.
Home Mover Mortgages
Specialist home mover mortgage solutions with access to exclusive market deals. Our whole-of-market approach identifies optimal rates while considering individual circumstances. We provide transparent fee structures and guide clients through every stage from application to completion, ensuring smooth property transitions.
Income Drawdown Pensions
Flexible pension income solutions allowing continued investment growth. We help clients navigate retirement options while maintaining regulatory compliance. Our advice considers tax implications and longevity factors to create sustainable income streams tailored to individual retirement needs.
Critical Illness Cover
Comprehensive critical illness insurance policies providing financial security during health crises. We assess individual needs to recommend appropriate coverage levels, explaining policy terms clearly while ensuring alignment with existing life assurance arrangements.
Equity Release
Tailored equity release solutions for homeowners seeking to access property wealth. We explain lifetime mortgage options and inheritance implications, ensuring clients understand financial commitments while maintaining regulatory compliance throughout the process.
People
Simon Hannam
Managing Director
With 17 years in financial services, Simon established Trusted Financial Solutions in 2008. His expertise spans mortgage strategy and investment management, combining regulatory compliance with client-focused advice to deliver tailored financial solutions.
Questions
Are you truly independent financial advisers?
Yes, we're FCA-authorised independent advisers with no product provider ties, ensuring unbiased recommendations.
How do you handle investment risk?
We assess your risk tolerance during personal reviews and recommend diversified portfolios aligned with your financial goals.
Can first-time buyers get mortgage assistance?
Yes, we specialise in guiding first-time buyers through the mortgage process with clear cost explanations.
Do you offer pension consolidation services?
Yes, we help consolidate multiple pensions into unified investment strategies for better management.
How are investment returns protected?
While investments carry market risk, we prioritise capital protection through diversified, ethical investment options.
