Liam Thomas

Liam Thomas

TFA - Trusted Financial Advice

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8940
Based in Redruth
View location
Verified since: April, 2024
5 out of 5

100 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 December 2025

    Liam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Liam's status

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Liam has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 October 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Liam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Liam has not yet added their fees to their profile

As an Independent Financial Adviser (IFA) based in Cornwall, I offer a comprehensive range of financial advice services. Tailoring my approach to client preferences, I offer the flexibility of in-person consultations at our Truro office or remote advice video meetings. Whether you seek guidance on personal, family, or business financial matters, I can provides assistance that meets your specific needs. Experience and background Having been actively engaged in the financial services sector since 2008, I provide a completely independent financial advice service: Investments and savings of all kinds, whether orientated towards income, capital growth, or both. Pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way. Mortgage advice including equity release. Financial protection, including life assurance, critical illness cover and income protection. Corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death. I hold financial qualifications accredited by the Chartered Insurance Institute, including the Diploma in Regulated Financial Planning and Certificate in Equity Release, in addition to holding CeMAP (Certificate in Mortgage Advice & Practice).