0330 038 8940
Based in New-Milton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Tristan has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tristan has received 15 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tristan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tristan has provided information on their typical fees
Tristan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Tristan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 13 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 29 March 2025
Tristan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Tristan has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tristan has received 15 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 27 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Tristan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tristan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tristan has provided information on their typical fees
Tristan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Tristan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tristan (based on 13 first impressions)
Tristan has worked in Financial Services for over a decade gaining a wealth of experience in banking, mortgages and financial advice profession for his company TAB Financial Planning. Residing in the New Milton area Tristan strives to provide his families with a trusted long-term relationship navigating the generations through the transitions in life from getting married to retirement. He helps answer the expensive questions such as 'When can I retire?', is passionate about protecting your families interests by making sure you get the right amount at the right time in a tax efficient manner. TAB Financial Planning are proud to be a partner of M&G Wealth Advice who are backed by the strength and credibility of M&G plc, who has been providing financial security for over 170 years. TAB Financial Planning are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
Offers available through VouchedFor
Contact Tristan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tristan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
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