Liam Thomas
TFA - Trusted Financial Advice
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in Redruth
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: April, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Liam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liam's status
Last checked: 26 April 2025
Liam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liam's status
30
Recent Client Reviews
Liam has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Liam has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 22 April 2025
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
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Liam has not yet added their fees to their profile
Fees not yet added
Liam has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Liam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liam's status
Last checked: 26 April 2025
Liam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liam's status
30
Recent Client Reviews
Liam has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Liam has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 22 April 2025
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
Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Liam has not yet added their fees to their profile
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
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