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Financial services firm is a real pearler

TL Dallas Independent Financial Services is celebrating its 30th anniversary this month and the firm is currently looking to expand and recruit another experienced Independent Financial Adviser. 

Yorkshire headquartered TL Dallas Independent Financial Services was founded in 1993 and has a team of seven dedicated and experienced Independent Financial Advisers and support staff.

Director, Gary Nixon, said: “I joined the business over 25 years ago and am proud to say three of our team, Jane Maclauchlan, Lynsey Brannan and Kristina Karmann, have also been with the firm for more than 15 years each. As we celebrate three decades in business, we plan to create at least one new permanent role to support the growth of our business.”

TL Dallas Independent Financial Services works with corporate and personal clients providing financial advice, pension fund management services and employee benefits packages. The firm is registered with the Financial Conduct Authority (FCA).

Fellow Associate Director, Jane Maclauchlan, added: “We have a loyal client base and work for many high-net-worth individuals and businesses of all sizes that are based across the UK. Our clients enjoy the continuity of service they receive and the added value we provide – many of our personal clients take advantage of our pension management, inheritance tax and retirement planning advice. Nearly all of our new clients come from referrals by our existing clients, which is a testament to the quality of work carried out by the team.

“Over the last 20 years pension rules have changed a lot. There is much more choice these days, but with increased options, comes the need for more detailed and considered advice. The majority of our personal clients have used our services for many years, and we are very proud of the extensive research and suitability reporting that we carry out, which helps clients to make their decisions in an informed manner.

“Compliance is also an area that has changed a lot over the years and it’s something we are fully committed to. With new Consumer Duty rules coming into effect this year, clients can be assured that they will receive a high standard of consumer protection.”

Gary added: “Corporate clients choose us for their employee benefit schemes, business and life protection products, and critical illness and death in service cover. There has been a definite shift amongst businesses for more employee benefit schemes that cover medical and dental provision post-Covid, as businesses move to look after their people more. Key person insurance is another area that more businesses are keen to invest in following the pandemic, and we work with businesses on an annual basis to review and renew the right cover for their individual needs.”

TL Dallas Independent Financial Services is part of the TL Dallas Group.  Managing Director at TL Dallas, Polly Staveley, said: “Gary and the team have built up an impressive reputation and loyal client base over the years, whilst recruiting and retaining some of the most talented people in the industry. They also help to support the next generation through an Apprenticeship programme, and we are delighted to congratulate the latest trainee, Sam Sharpley who has passed all of his financial services exams recently.”

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“TL Dallas has provided trade credit insurance for the last 10 years, which has bought great peace of mind, whilst supporting the company’s growth. The TL Dallas team ensures that ACS can secure credit insurance cover for new and existing customers, as well as giving the best advice on slow payers and claims. They have recently helped with an appeal regarding the payment of a claim, helping with cash flow. The pride they take in their work is truly inspiring going above and beyond. Thank you for everything you have done and continue to do for ACS."
Leanne CleghornACS Technology Group Ltd
“We have dealt with TL Dallas for many years and have always found the staff to be very helpful and professional in all that they do. They are able to provide specialist knowledge and a bespoke service tailored to our specific needs, and the fact that they have an office on Shetland is a huge positive.”
Gary SpenceLHD Ltd - Lerwick
“Truly a job well done and really appreciate all the discussions on our behalf.”
“I have been most impressed by the customer service from TL Dallas when a problem was discovered in the bathroom of a property which I own, and which is rented out. They were very patient when personal issues caused a delay in a quote coming to them and again when there was a delay with the invoice. We also couldn't be more delighted with the swift payment of our claim by the claims handling team at Aviva.”
“Just a brief note to say how grateful I am for all your help sorting out the hotel policy this year. Over the years I have valued your cooperation in getting not only the most appropriate cover but at the best price.”
“I immediately recommended TL Dallas given the experience and the excellent service levels we have enjoyed at our company.”
“Three generations of Whitby Morrison have worked with TL Dallas for insurance needs. The support and service received just gets better year on year. The team are always on hand to offer guidance and advice whilst scouring the market for the perfect balance between price and product.”
“As a business we have worked with several members of the TL Dallas team, and yet it always feels like you’re dealing with the same person. The transition is always seamless, and their customer knowledge is second to none. As a client, you really do matter to them.”
"Whether you’re an established business, just starting out, publicly or privately owned, TL Dallas will take care of your every need, product, and price.”
Ed Whitby
“I just wanted to say once again how impressed I always am with your team – no matter who I speak to – and I think that’s very special. Your team are always excellent with their service and we always tell as many people as possible about you! I just wanted to pass this on, as you are clearly doing something very right and have been for a long time!”
“Thank you for your excellent service over the years.”
“Thank you so much for all your help and ongoing advice. It is so good to have someone advising us who is local and has so much understanding, not only of the business, but all the other influencing factors, as well and who totally understands what our business needs.”
Mary SharpShetland Control Systems Ltd
“TL Dallas has offered us consistent, transparent, and clear advice over the years. A trusting partnership was established from day one and we feel assured that we have value for money alongside the cover we need, which in turn gives us peace of mind.”
James RycroftManaging Director, Vida Healthcare.
We have been dealing with TL Dallas for over 30 years and have always found them to be efficient. They have created insurance policies that are tailored to our needs, which has helped us evolve the company. Like every business, you only find out how good an insurance company is when you need to make a claim. This has been effortless when this has occurred and I strongly recommend TL Dallas for your insurance needs.
Peter DurkinManaging Director, Mini Gears (Stockport) Ltd
We are so grateful that you helped to resolve a situation that was causing us great concern. After being badly let down by our previous insurance provider, and after seven months of emails, phone calls and lost documents, we decided to try elsewhere. After only one week of contacting TL Dallas, we had our policy sorted and at a much lower price, which in this current economic climate makes a huge difference to us. Your professionalism and knowledge of the Social Care Sector is second to none and we are so pleased that we took the decision to move to TL Dallas. We will definitely be recommending TL Dallas to our colleagues within the care sector, and we look forward to a long and enduring working relationship as we move our business forward.
Phoenix Day Care CICAdult day care provider
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