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Tom French &
Associates... Our aim is to give ongoing Independent Financial Advice to clients and their families throughout their lives. It may start with a first-time mortgage, or a re-mortgage to an existing property, with life assurance or income protection and later develop into investment advice, retirement or inheritance tax planning. We offer Independent Financial Advice, which allows us to look after the best interests of our clients, rather than the interests of a bank or insurance company. We often work alongside our clients' solicitor or accountant to ensure that together we provide a comprehensive package. For advice on - Mortgages Buy-to-Let Mortgages Life Assurance Pensions Investments & Savings Also specialising in - Inheritance Tax Planning Long Term Care Fees Off-shore Investments Ethical Investments Equity Release / Lifetime Mortgages And for Businesses - Employee Benefit Schemes Keyman Insurance Director / Partnership Cross Option Agreements Who are we? - A company offering Independent Financial Advice to individuals, families and Businesses. We were formed in October 1997 and now have over 50 advisers in the group. With clients from Edinburgh to Penzance, and Llanelli to London. Our experienced and knowledgeable team of advisers provide well considered, and researched options in a professional, yet friendly manner. "Big enough to know, Small enough to care". Contact details - Local Office: Carbis House, Carbis Bay, St. Ives. Cornwall TR26 2SF Telephone: 01736 793010 e-mail: southwestest2@btconnect.com Tom French & Associates Ltd. Head Office: 1 High Cross Street, St. Austell. Cornwall PL25 4AB Telephone: 01726 72260 e-mail: enquiries@tomfrench.co.uk www.tomfrench.co.uk Authorised and regulated by the Financial Services Authority
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