Financial Services

TJD Financial Services are your local mortgage and financial advisors in Exeter and Essex.

Local Financial Advice

We offer expert financial services and advice based on a collective of 130+ years of mortgage and protection advice from our TJD Financial Services team.

TJD Financial Services provides expert mortgage, protection and investment planning advice.

TJD Financial Services has been part of The Openwork Partnership since 2024. The Openwork Partnership is one of the UK's largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.

Our advisers at TJD Financial Services will get to know your individual circumstances, establish what your goals are and what the right mortgage, protection and investment planning arrangements are for you.

Please take a look at our services below to find out more about how we can help.

Investment Planning

Investment Advice & Expert Support

Our team is based in our Exeter and Essex offices allowing us to provide Investment Planning services across a wide area.

Onshore & Offshore Bonds
Estate Planning Bonds
ISA
Cash Management

An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.

Investment Planning

Mortgages

Mortgage Advice & Protection Planning

We have access to an extensive panel of lenders, allowing us to source a wide range of mortgages.

Fixed-Rate Mortgages
Mortgage Repayments
Critical Illness Cover
Business Protection

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Mortgages

Pensions

Pensions Advice & Retirement Planning

Retirement means different things to different people. Retirement planning helps you reach your aspirations later on in life.

Self-Invested Personal Pension (SIPP)
Discretionary Fund Management
Annuities

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Pensions

Our Financial Providers

Whether it's handling your life savings, and mortgages or helping you plan for retirement, you are in safe hands. At TJD Financial Services we have financial services know-how and expertise to help look after you and your money.

Our Providers

Google Reviews

Take a look at our Google Reviews.

      EXCELLENT  
   Based on 28 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Lauren Gladding 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have always used Tracy and team for all our mortgage needs and we wouldn’t go anywhere else. Highly recommended.
  
 
      Posted on Google  
   
   Adam Burns 
 
 
 
 Trustindex verifies that the original source of the review is Google. TJD Financial Services are an excellent company who were able to help us obtain our first mortgage. Even through we had unique circumstances it was never an issue. Tracy is an incredible member of the team and was able to answer all the questions we had, she was able to find the right product for us. Any time we had an issue she was able to help us! Thank you Tracy and the whole TJD team!

Cannot recommend anymore.
  
 
      Posted on Google  
   
   Steve Beard 
 
 
 
 Trustindex verifies that the original source of the review is Google. Always a quick and professional service from TJD
  
 
      Posted on Google  
   
   Lynn Wilson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent Service
  
 
      Posted on Google  
   
   Frankie Welch 
 
 
 
 Trustindex verifies that the original source of the review is Google. We can’t thank Tracy & Justine enough for everything they have done and how easy they made the process, we can’t recommend them enough!!
  
 
      Posted on Google  
   
   Clint Cook 
 
 
 
 Trustindex verifies that the original source of the review is Google. Tracy is a pleasure to deal with.
  
 
      Posted on Google  
   
   Anne Spencer-Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. We can't recomend Tracy and Justine enough. they were so helpful and knowledgeable throughout the whole re-mortgage process, absolutley brilliant.
  
 
      Posted on Google  
   
   Matt Brooks 
 
 
 
 Trustindex verifies that the original source of the review is Google. Can't thank Tracy and Justine enough for taking away the stress of our remortgage. Fantastic service and great communication. Kept an eye on changing rates for us and managed to switch us onto a lower rate earlier than expected.

Would highly recommend!
  
 
      Posted on Google  
   
   David Kelion 
 
 
 
 Trustindex verifies that the original source of the review is Google. Tracy helped me with my application for a Lifetime Mortgage and gave excellent advice throughout the whole process.  I received essential information about equity release and everything was clearly explained in detail and any questions answered. I would highly recommend Tracy for a her caring, thoughtful and knowledgeable advice at all times.  With thanks.
  
 
      Posted on Google  
   
   Mark Kirk 
 
 
 
 Trustindex verifies that the original source of the review is Google. The whole process of our re-mortgage was easy and 'pain' free from start to finish. Even when there was a minor delay on the providers part that we didn't understand, it was dealt with and sorted very quickly.
  
 
  
  
 
     Verified by Trustindex  Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more

Client Testimonials

Find out what our clients say about us and me as Head Financial, Mortgage and Protection Consultant.

Tracy Jean Dove (TJD) was recommended to me as an adviser who cares about her clients. She took the time to establish what my intentions were for my retirement plans and explore my willingness to take risks in my investments. Her process was informal, relaxed, professional and informative. It gave me a clear understanding of how I could achieve my desired results.

- Steve Ferguson

I want to take this opportunity to say thank you for your professional, courteous and swift response in helping me with my financial affairs. I would have no hesitation in recommending anyone to your company. Tracy and her colleagues are a credit to the company and will use you in the future.

- Andy Swaine

I recently had the pleasure of working with Tracy Dove as my mortgage broker, and I can't recommend her highly enough. Right from the beginning, Tracy stood out with her in-depth knowledge of the financial industry. She was not only responsive and professional but also extremely helpful. She turned what could have been a stressful journey into a smooth and rewarding experience. Thank you, Tracy!

- Yasmin Hassabu

Just a short review to thank Tracy for arranging the equity release on my property, and going the extra mile on keeping on top of all the hiccups along the way,

- Mike Matcham

Read Case Studies

Financial Services

Local Financial Advice

Investment Planning

Investment Advice & Expert Support

Mortgages

Mortgage Advice & Protection Planning

Pensions

Pensions Advice & Retirement Planning

Our Financial Providers

Google Reviews

Client Testimonials

Contact Us

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