Expert Advice for a Secure Financial Future
Tuckers Legal & Financial Services is a dedicated team of experienced professionals offering a comprehensive range of financial advisory services to clients across the South West of England. We are committed to providing a friendly, approachable, and professional service, ensuring that your financial goals are met with tailored solutions.
Our Team's Expertise
Our team of qualified advisors has extensive experience in various aspects of financial planning, including:
- Retirement Planning: Maximize your potential with tailored plans for pensions, ISAs, and other retirement savings options.
- Protection Planning: Secure your financial future by crafting a comprehensive insurance plan covering life, critical illness, and disability.
- Mortgage Advice: Find the right mortgage solution to suit your individual needs and goals, with options to fit your budget.
- Estate Planning: Ensure your wishes are respected after your passing with guidance on wills, trusts, and other estate planning instruments.
- Investments: Navigate the complexities of the investment landscape with personalized strategies to achieve your financial goals.
A Tailored Approach
We believe in taking a personalized approach to financial planning, getting to know each client and their unique circumstances. We will work with you to:
- Understand your financial goals and aspirations
- Review your existing financial situation
- Develop a bespoke plan that aligns seamlessly with your needs and aspirations
- Regularly review and adjust your plan as your life evolves
Areas We Serve
Based in the heart of the South West, we serve clients in:
- Barnstaple
- Exeter
- Tiverton
- South Molton
- Ilfracombe
- Combe Martin
- Woolacombe
- Crediton
- Bideford
- Hartland
- Torrington
- Bude
Get Personalized Guidance Today
At Tuckers Legal & Financial Services, we are dedicated to empowering you to take control of your financial future. Contact us today to schedule a consultation and find out how we can help you achieve your financial goals and secure your financial well-being.
Overall Experience
The majority of reviewers have had a highly positive experience with the company, praising the professionalism, knowledge, and helpfulness of the advisors. Stephanie, Karen, and the team at TCFA have been commended for their expertise, efficiency, and friendliness.
Positive Aspects
Advisor Quality
Reviewers have highlighted the exceptional quality of the advisors, citing their professionalism, knowledge, and pleasant nature. Stephanie, in particular, was praised for her informative and professional approach during a pension setup.
Communication
The company's communication skills have been praised, with reviewers feeling kept informed every step of the way. Karen's efforts to keep her client updated during the mortgage process were particularly noteworthy.
Efficiency
The service has been described as efficient, with one reviewer commenting on the speed and helpfulness of the advisor.
Negative Aspect
Privacy Concerns
One reviewer, Dia, had a negative experience, citing the company's unprofessional behavior in circulating private email addresses without permission.
