TJD Financial Services, your local Financial Advisor in Exeter and Essex

Local Financial Advice

We offer expert financial services and advice based on a collective of 130+ years of mortgage and protection advice from our TJD Financial Services team.

TJD Financial Services provides expert mortgage, protection and investment planning advice. 

TJD Financial Services has been part of The Openwork Partnership since 2024. The Openwork Partnership is one of the UK's largest Financial Advice networks, with over 4,500 advisers and in excess of 700 appointed representatives based throughout the UK.

Our advisers at TJD Financial Services will get to know your individual circumstances, establish what your goals are and what the right mortgage, protection and investment planning arrangements are for you.

Please take a look at our services below to find out more about how we can help.

financial services for investment planning

Investment Planning

Investment Products & Expert Support

Our team is based in our Exeter and Essex offices allowing us to provide Investment Planning services across a wide area.

  • Onshore & Offshore Bonds
  • Estate Planning Bonds
  • ISA
  • Cash Management

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.

Investment Planning

Mortgages

Mortgage Products & Protection Planning

We have access to an extensive panel of lenders, allowing us to source a wide range of mortgages.

  • Fixed-Rate Mortgages
  • Mortgage Repayments
  • Critical Illness Cover
  • Business Protection

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Mortgages

Pensions

Pensions Advice & Retirement Planning

Retirement means different things to different people. Retirement planning helps you reach your aspirations later on in life.

  • Self-Invested Personal Pension (SIPP)
  • Discretionary Fund Management
  • Annuities

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.

Pensions

Our Financial Providers

Whether it's handling your life savings, and mortgages or helping you plan for retirement, you are in safe hands. At TJD Financial Services we have financial services know-how and expertise to help look after you and your money.

Our Providers

Google Reviews

Take a look at our Google Reviews.

Client Testimonials

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

Contact Us

Contact Us
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TJD Financial Services, your local Financial Advisor in Exeter and Essex
Contact

t: 07894 233 957

e: tracy@tjdfinancial.co.uk

Essex Office:
51 Suffolk Drive, Laindon, Essex, SS15 6QH

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Legal Stuff

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.

Approved by The Openwork Partnership on 27/09/2024.
 

Membership Number: 1014457
Registered number 13690787

 
Registered Office: 51 Suffolk Drive, Laindon, Essex, SS15 6QH
The information contained on TJD Financial Services website is subject to the financial advice UK regulatory regime and is targeted at UK-based clients. 
All written and visual content is owned by and for © TJD Financial Services Ltd. 2022. All rights reserved. 
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