Receive tailored and professional financial advice to help you now and guard you for the future.
Click on the support you need from our 3 financial advice services:
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.
Explore how we work with you and what you can expect.
No two clients are alike, which is why all our financial planning recommendations are customised.
Take a look at our Google Reviews.
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
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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Registered number 13690787