Read case studies from people we've helped
We know that financial stability is the key to your well-being and feeling secure for now and the future. But, grieving a lost one, caring for others or a change in job or health can leave you vulnerable. We are here to help and have supported many clients with their finances, read the Case Studies below to find out how;
Kenny & Nicky wanted to re-mortgage their existing property to be able to afford a deposit for a buy-to-let investment.
They only needed a small loan, but Covid had left gaps in Kenny's salary. This made it difficult for them to find a lender who would trust such a fluctuated self employed income.
TJD Financial Services was able to source and find a reliable lender who was willing to examine the whole of the business's performance and view it despite the COVID issues. They were granted their long-awaited loan to re-mortgage their property.
Aaron & Abigail were struggling against the fierce property prices and found out that their current lender had down valued their new house by £37,000!
We were able to replace their chosen lender with a new one at a highly competitive rate. Aaron & Abigail have now successfully got the property valued at its original purchase price.
Lynn had a mix of pension scheme plans and her own investments in many accounts after taking early retirement from the police service. She was longing for a quieter life of a part-time job that supported her playing golf with her friends.
After meeting with Lynn about her concerns and thoughts, TJD Financial Services drew up a pension plan for her. We helped her bring her investments together and explained how to grow this pension in a tax-efficient way. We regularly meet with Lynn to check in on our plan and in case Lynn has any further needs/questions.
Receive tailored and professional financial advice to help you now and guard you for the future. Please visit our Financial Services page to find out more, alternatively, if you wish to get in touch directly visit our Contact page.
Our team is based in our Exeter and Essex offices allowing us to provide Investment Planning services across a wide area.
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.
We have access to an extensive panel of lenders, allowing us to source a wide range of mortgages.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Retirement means different things to different people. Retirement planning helps you reach your aspirations later on in life.
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.
TJD Financial Services Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
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