Working with our friends

Rather than ‘customers’ or ‘clients’, we consider the people we work with as friends. Our office feels like home, and we invite you to join the family when you choose to work with us. We take our guests on a journey from potential customer to a friend through honest communication, building trust and loyalty.

We don’t mind what state your finances and filing system is in when we meet. In fact, one of our top skills is taking that plastic bag of paperwork off your hands, replacing it with a cup of tea and helping you to make sense of what’s inside.

We approach your situation in the same way we approach a jigsaw puzzle. We invite you to tip the pieces out onto our coffee table and let us help you to find the picture within, together. You may be wondering exactly how our first meeting will go. We know that it can be scary to meet a financial adviser for the first time; even the tenth meeting is anxiety-inducing for some!

That’s where Together Financial Solutions is different. We aren’t here to scare you or make you feel bad about your situation. We’re here to help you get to where you want to be. We’re going to hold your hand and stand by your side for the whole journey, and when you reach your goals, we’ll be there to give you a hug and say ‘Congrats! You did it!’

Our first meeting is entirely in your control. The when, where and how is up to you. We’re not tied to our desks. Whether you feel most comfortable in a café, park or your living room, we’ll be there. And the best part of our first meeting? It’s on us, so don’t worry about how much it’s going to cost; we’ve got it covered. That allows you to come in and find out a little more about us and we can find out a little more about you.

We don’t work with ‘fixed fees,’ but before we undertake any work for you, we will be completely upfront and explain the costs to you.

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Helping Hands

Some situations need a bit of professional support. Being experts in our own field means that we get to work closely with related professionals. So, when it comes to finding:

  • A solicitor for a property purchase
  • A specialist to write a Will
  • A financier to handle a bridging loan
  • A lender for a secured credit
  • Someone to manage your debts
  • An Estate Agent to sell your home
  • An Independent Surveyor
  • An Accountant to look after your business

We can recommend people who we know and trust. By getting to know you and your family, our team can recommend trusted professionals to handle your requirements confidentially.

We are helping people improve their financial health

Coffee

We’ll sit down over coffee, get to know you and discuss your current circumstances.

Achievements

We’ll look in to what you want to achieve while we work together.

Risk Profile

We look at the bigger picture – here to help you get to where you want to be.

First Meeting On Us

Our first meeting is on us, so don’t worry; we’ve got it covered.

Time

We’ll always be on hand to talk to you about your investments at any time.

I have been with TFS since 2006. Each time our mortgage has been up for renewal they have provided personal, up to date advice. The team remembers who we are and our individual circumstance. 

Excellent service by Andy and the whole team with our mortgage renewal always quick to respond to emails and deal with things swiftly

We have always received great support in finding the right mortgage through TFS. Kevin is always so easy to contact via email, he is prompt at responding even late into the evening! 

 

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