About TFA

Our expertise

TFA Trusted Financial Advice are leading independent financial advisers with offices in Plymouth, St Austell, Truro and Wickham and with many more advisers operating throughout the South and South West of England. Established in 1997 (as Tom French & Associates Ltd), we have a long history of providing sound financial and mortgage advice to both individuals, families and businesses.

Our team of professionally qualified advisers offer independent and un-biased financial and mortgage advice, ensuring our clients receive the right product for their circumstances. Our independence enables us to compare thousands of financial products, many of which are not always made available directly to the public via high street lenders or the internet.

At TFA we are proud of our client centric approach which is at the heart of everything we do. We regularly ask our clients what they think and this is what they have to say.

What our clients say

TFA - Trusted Financial Advice profile

Our Advice Process

By taking an holistic approach to our financial advice process, and by fully assessing your circumstance we ensure that what we propose best meets your requirements.

Our Service Offerings

At TFA Trusted Financial Advice we provide our advice through three service offerings. In your discussions with your adviser you will agree the service offering which best meets your needs. But don’t worry, it’s very easy to flex up or down if your circumstances change. The 3 service offerings are:

Wealth Management Service

Our wealth management service offering is most appropriate for clients who require a close working relationship in order to achieve their stated aims. This includes but is not limited to:

  • Our initial meeting, the identification and agreement of your goals, the subsequent research, presentation and implementation of your Financial Plan.
  • Six monthly reviews of your investment portfolio to ensure they achieve your objectives and are in line with your latest risk profile.
  • Access to our Secure Client Portal where you can message and exchange documents with your adviser, access to fund and portfolio information including up to date valuations of your investments, have access to a secure document vault to store your financial documents in one place and through open banking you can collate information from bank accounts, credit cards giving you powerful insights into your spending and saving habits.
  • Priority access to TFA advisers throughout the year
  • Working with other professional advisers as required on your behalf

Financial Planning Service

Our financial planning service is most appropriate for the majority of our clients who would like to receive regular advice and planning support to achieve their aims. This includes but is not limited to:

  • Our initial meeting, the identification and agreement of your goals, the subsequent research, presentation and implementation of your Financial Plan.
  • Annual reviews of your investment portfolio to ensure they achieve your objectives and are in line with your latest risk profile.
  • Access to our Secure Client Portal - PFP where you can message and exchange documents with your adviser, access to fund and portfolio information including up to date valuations of your investments, have access to a secure document vault to store your financial documents in one place and through open banking you can collate information from bank accounts, credit cards giving you powerful insights into your spending and saving habits.
  • Access to TFA advisers throughout the year

Specific Advice Service

Our Specific Advice Service is suited to clients requiring focused advice or products to deal with particular issues in isolation and who do not need ongoing advice. This includes but is not limited to:

  • We commit to providing you with written information on any suitable products we have recommended to you, or those you have asked us for. Charges will always be notified up-front, and should these change these will again be notified to you in writing.
  • We will hold and maintain your file contacting you as may be appropriate. Additional work will be charged as required and agreed.
  • Access to our Secure Client Portal - PFP where you can message and exchange documents with your adviser, access to fund and portfolio information including up to date valuations of your investments, have access to a secure document vault to store your financial documents in one place and through open banking you can collate information from bank accounts, credit cards giving you powerful insights into your spending and saving habits.

Our People

Finding the right financial adviser for your needs is a very important part of achieving your financial goals. You need to feel comfortable with your adviser and be able to trust the advice they are providing. To find out more about our financial and mortgage advisers please view Our People. Here you can find out more about our individual advisers, and read what their clients have to say.