Paul Grey

Paul Grey

TFA - Trusted Financial Advice

Minimum savings/pensions: Any amount

0330 038 8938
Based in Redruth
View location

Top Rated 2025
Verified since: June, 2018

4.9 out of 5

290 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 05 March 2025

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

  • 75

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 75 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 January 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.

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

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

  • Transparent Fees

    Paul has provided information on their typical fees

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

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Paul

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 11 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 05 March 2025

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

  • 75

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 75 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 January 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.

  • 11

    Qualifications Uploaded

    11 qualification certificates available to view

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

  • Transparent Fees

    Paul has provided information on their typical fees

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

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Paul

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 11 first impressions)

The financial world is ever changing & at a growing speed. The pit falls & opportunities are vast. My job is working for you, so you don't have to worry about this financial jungle. There is an abundance of financial advice available so getting the right adviser for your needs is a big decision. Where I am different is that I want to help & guide you through this maze, not just for the next 5 - 10 years, but for the next 30 – 35 years. I offer independent, un-biased advice across an extensive range of financial products such as Pensions and Investments, Retirement and Estate Planning, Protection for both private & business clients. This includes tax planning and trust structures. I can also advice on mortgages and equity release. My aim is to create a long term relationship with all of my clients, enabling them to plan for both their short & long term financial objectives, whatever their requirements. I am passionate about my work, I take pride in what I do & genuinely care about the people I work with. Appointments can be made to suit your needs, home visits, Skype or phone appointments can be arranged to fit in with you.

Offers available through VouchedFor

Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Paul's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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