Because
Your Mortgage Matters.

We successfully arrange 100’s of mortgages every year for our clients. Whatever your mortgage requirements, we can help.

Mortgage advice  

Because Your Wealth Management Matters.

We understand that wealth management is more than just investment advice but encompasses all of your financial life

More info  

Because
Protecting You and Your Family Matters.

It’s not easy to think about how you would secure your family’s future if you were no longer around or able to provide, but having an effective protection planning strategy in place prepares for every possibility.

Protection insurance advice  

Because
Your Retirement Matters - Equity Release.

We successfully arrange 100's of mortgages every year for our clients, including equity release.

Equity Release advice  

Because
Your Family Matters.

We understand that your family is one of the most important things to you. We can help you get the most from your money for a brighter future.

Family financial advice  
How can we help?  

At TFA, we provide independent financial advice to individuals, families and businesses.

You're in safe hands

Whether you need specific advice for a one-off financial product choice, regular financial planning, or a close working relationship to manage your wealth, our experts are here to help. From mortgages and insurance to savings and investments, your money matters are in safe hands with TFA.

We work for you

As genuinely independent financial advisers, we always act in your best interest. You can count on TFA for fully impartial guidance that works for you and your money. With access to thousands of product options from the market, you can be confident that we’ll get you a great deal.

Friendly, local service

With TFA, you can expect honest, straightforward guidance from our approachable team of financial specialists. And with offices in Cornwall, Plymouth and Hampshire – plus advisers throughout the South West – we’re never far away.

Knowledge and expertise

Our fully qualified advisers have an in-depth working knowledge across a multitude of financial fields. Highly experienced, and authorised by the FCA, we make sense of the complex to give you the best possible advice on making the most of your money.

What our clients say

Please get in contact

Secure Client Area

Log in to your Personal Finance Portal (PFP), where you can view details of your finances, communicate with your adviser and exchange documents securely at any time and on any device.

Not registered? As a client of TFA you can sign up for your own PFP via this link. Please register using the email address we hold on file for you. If you have more than one email address and are unsure which we have on file please contact your Financial Adviser or Mortgage Adviser. You can download our PFP Getting Started Guide here. You may also watch our short video to find out more.

Client Area

News & Insights

Unlocking property wealth Are you ‘property rich’ but want or need more than you have saved? An increasing number of ...
Ethical Investments Andy Burton
Independent Financial Adviser Andy Burton ...

The Pension Fact File

/
The Pension Fact File 2020/21 - Tax Relief & Pension AllowancesLifetime Allowance All your pensions, including ...
View All News
View Our Facebook Page

TFA follow a carefully designed financial planning process so that you know exactly what is happening at each stage:

Quick Contact

Get in touch and let us know how we can help you.

Follow us

Where we operate

Devon

View our range of Devon-based financial and mortgage advisers

More info & Find Advisers

Cornwall

With financial advisers, financial planners and mortgage advisers across Cornwall, we have the county covered

More info & Find Advisers

Somerset

View TFA’s choice of independent financial advisers operating in Somerset

More info & Find Advisers

Dorset

See which of our financial advisers serve the county of Dorset

More info & Find Advisers

Wiltshire

Find a TFA independent financial adviser who can help you manage your money matters in Wiltshire

More info & Find Advisers

Hampshire

Discover our team of financial advisers working across Hampshire in southern England

More info & Find Advisers

Gloucestershire

For expert financial advice in Gloucestershire, check out which of our advisers operate here

More info & Find Advisers

Surrey

We have a selection of financial advisers ready to help you anywhere in Surrey

More info & Find Advisers

Kent

View our team of financial advisers who can help with your money matters across Kent in South East England

More info & Find Advisers

London

If you're based in London and need a financial advice, we have a choice of advisers serving both businesses and families in the capital

More info & Find Advisers

Berkshire

Get expert guidance from our financial advisers and planners working across Berkshire

More info & Find Advisers

St Austell Office

Unit 3, St Austell Business Park, St Austell, Cornwall, PL25 4FD

Truro Office

5 River Street, Truro, Cornwall, TR1 2SQ

Devon Office

Prudence House, Langage Business Park, Plymouth, Devon, PL7 5JX

Hampshire Office

Hemmings House – 1st Floor, The Square, Wickam, PO17 5JU

Chard Office

Gary Andrews Financial Services, 1-2 Howards Row, Fore Street, Chard, Somerset, TA20 1PH