Technology,particularly platforms,has been instrumental in helping The Financial Consultancy deliver for clients.
We are able to advise and provide solutions to a wide range of areas.
You can contact us by post, email or phone, or get directions to our offices here......
Log in to our secure client area
Up-to-the-minute financial news from various sources
Email us
The Financial Consultancy was established in September 1995 by Kevin Dooley to provide clients with professional financial advice on a personal basis. We treat clients as individuals not numbers?.
We pride ourselves on the one to one service clients receive by using the consultancy. We are directly regulated by the Financial Services Authority for both Financial Planning and Mortgage Advice. The services we offer and the testimony of our clients confirm that we are delivering what we set out to achieve.
With the advent of the Retail Distribution Review (RDR) we have altered our business proposition for client which is proving to be very successful. It involves finding out what the clients want to achieve personally and professionally and then showing how they can best organise themselves financially to get there. In client language, Where am I now?, Where do I want to be? and 'How do I do it?.
Over the past few years we have expanded the range of services that we offer clients to include Property Management through our sister company TFC Properties. This can simply be by looking after clients' existing property portfolios or by building portfolios for clients. To find out the latest offer available to clients visit www.tfc-properties.co.uk.
Working with in conjunction with other professionals, accountants, bankers, solicitors and stockbrokers ensures that clients achieve their long term goals. This level of personal service is un common in today’s climate of call centres and huge financial entities.
We utilise technology through the use of Wraps to the advantage of our clients, accessing information on fund performance, products and completing on-line applications.Our model portfolio's have out performed previous holdings held directly with providers in addition to accessing Discertionary Fund Managers (DFS) and allowing client access 24-7 to all there assets in one secure place.
Please make use of the facilities within the website and let us take care of your financial affairs in the knowledge that we out to provide a personal sevice that delivers.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page "How we are Paid".
The Financial Consultancy is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 173037
The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
Past performance is no guarantee of future returns. The value of an investment is not guaranteed on encashment and you may not get back the full amount invested.
TFC Properties are not regulated by the Financial Services Authority.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Neither The Financial Consultancy nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Consultancy, independent financial advisers, IFAs, financial advice, personal financial planning, Glasgow, Scotland, UK