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Who we are
Trusted Financial Solutions is a highly experienced and independent financial planning firm based in Thatcham, Berkshire. Led by Simon Hannam, a qualified and experienced financial advisor, we believe in providing clear, jargon-free guidance and solutions tailored to each clients individual needs.
Our Mission
Our mission is to empower individuals and families to make confident financial decisions through:
- Transparency: We simplify complex financial concepts and deliver clear explanations in plain language.
- Accessibility: We offer flexible consultations and account options to accommodate your lifestyle.
- Holistic Approach: We consider your entire financial situation to suggest solutions that work in harmony.
- Expertise: We stay updated on the ever-changing financial landscape to offer the most relevant and effective solutions.
Our Services
We offer a wide range of services designed to meet your financial goals and protect your financial future. These include:
Protection Solutions
- Life Assurance & Critical Illness Cover
- Key Man Insurance
- Mortgage Protection
- Income Protection
- Employee Benefits Review
Savings & Investments
- Investment Planning
- Pension Planning
- GIA & ISAs
- Retirement Planning
- Inheritance & Estate Planning
Property Finance
- Mortgage Reviews & Remortgages
- Equity Release & Home Mover Finance
Additional Services
- Tax Planning & Optimization
- Financial Planning for Businesses
Why choose Trusted Financial Solutions?
- Independent & whole of market approach
- Personalized & transparent advice
- Client-centered approach with focus on your needs
- Strong track record of successful financial planning
- Convenient and flexible consultations
More than just numbers, we build relationships. We will work with you to understand your individual needs, goals, and aspirations. Together, we can create a tailored plan to reach your financial potential and secure your future.
Excellent Service
Simon was described by Tara Peedle as a "Gent" and received a 5-star rating for his service. Tara mentioned that she had a hard time financially and was confused about many things, but Simon's explanation was perfect and helped her understand.
Clear Communication
Tara appreciated the clarity of Simon's communication, stating that he explained things "perfectly". This suggests that Simon is able to convey complex information in a simple and easy-to-understand manner.
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