About TFA

Home About TFA

Exceptional Financial Guidance: TFA Trusted Financial Advice and Our Commitment to Client Satisfaction

At TFA Trusted Financial Advice, established in 1997, we are proud to provide independent financial and mortgage advice across the South West of England, with offices in Plymouth and Truro. Our client-centric approach ensures that we deliver tailored and unbiased financial solutions and our independence means we can compare thousands of financial products, many of which are not available directly to the public via high street lenders or the internet.

Our Planning Process

Our structured financial planning process consists of six key stages: engagement, discovery, research and analysis, plan presentation, implementation, and ongoing service. We start with an introductory meeting—at our expense—to understand your unique needs. Only after establishing that we can be of service and ensuring you are satisfied with our costs and terms will we move forward. Once we reach an agreement, we will conduct a thorough information-gathering process to create a bespoke financial plan tailored specifically for you.

Our Service Offerings

We offer three core service offerings to cater to your diverse financial needs: Financial Planning for clients needing regular ongoing support; Our Wealth Management service is for those with complex financial situations that require more in depth support; and Specific Advice for individuals who require focused advice or products to deal with particular issues or needs in isolation and do not require ongoing service.

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

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.

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

Our Client Portal

Through our secure client portal, you can enjoy real-time communication with your adviser and track your financial progress with ease.

Our Client Feedback

Our commitment to continuous improvement is driven by our clients feedback, enabling us to adapt and enhance our services to meet their evolving needs. We are honoured to have been awarded the Platinum Trusted Service Award from Feefo for three consecutive years, a testament to our commitment to exceptional client service and satisfaction.

Our Awards

TFA - Trusted Financial Advice profile

Our People

Finding the right financial adviser for your needs is a crucial part of achieving your financial goals. It’s important to feel comfortable with your adviser and be able to trust their advice. To find out more about our financial and mortgage advisers please view Our People, and read what our clients say.

Please get in contact

Contact Form 

Let us know how we can help you

Call Us 

Call 0800 3899 708 to book an appointment

Email Us 

Get in touch about your requirements

Secure Client Portal 

Existing clients please login to your secure client portal