Liam Thomas

Liam Thomas

TFA - Trusted Financial Advice

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8940
Based in Redruth
View location

Top Rated 2025
Verified since: April, 2024

5 out of 5

85 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Liam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liam's status

  • 28

    Recent Client Reviews

    Verified reviews: 100%

    Liam has received 28 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Liam has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 March 2025

    Liam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liam's status

  • 28

    Recent Client Reviews

    Verified reviews: 100%

    Liam has received 28 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Liam has not yet added their fees to their profile

As an Independent Financial Adviser (IFA) based in Cornwall, I offer a comprehensive range of financial advice services. Tailoring my approach to client preferences, I offer the flexibility of in-person consultations at our Truro office or remote advice video meetings. Whether you seek guidance on personal, family, or business financial matters, I can provides assistance that meets your specific needs. Experience and background Having been actively engaged in the financial services sector since 2008, I provide a completely independent financial advice service: 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. Mortgage advice including equity release. Financial protection, including life assurance, critical illness cover and income protection. 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. I hold financial qualifications accredited by the Chartered Insurance Institute, including the Diploma in Regulated Financial Planning and Certificate in Equity Release, in addition to holding CeMAP (Certificate in Mortgage Advice & Practice).

£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 Liam's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Liam

Are you a client of Liam? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.