About TFA

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Our expertise

Get independent and trusted financial advice from leading independent financial advisers TFA Trusted Financial Advice.

Looking for Independent Financial Advice? We have offices in Plymouth and Truro and many more advisers operating throughout the South and South West of England.

Established in 1997 in St Austell (as Tom French & Associates Ltd), we have a long history of providing client focused, 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. This ensures our clients receive the right product for their circumstances. By being fully independent we can compare thousands of financial products, many of which are not available directly to the public via high street lenders or the internet.

We are proud of our client centric approach which is at the heart of everything we do. This means we regularly ask our clients to let us know about the service and advice they receive. This is what they have to say…

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

Our Service Offerings

At TFA Trusted Financial Advice we provide our independent financial 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 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 their clients say.

Please get in contact

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Call 0800 3899 708 to book an appointment

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