About Dave Boardman at Trusted Financial Advice (TFA)

Whether you need specific advice for a one-off financial product choice, regular financial planning, or a close working relationship to manage your wealth, I am here to help.
As a genuinely independent financial adviser, I will always act in your best interest. You can count on me for fully impartial guidance that works for you and your money. With access to thousands of product options from the market, you can be confident that I will find the right solution to suit you.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • Mortgages:
  • Equity release

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