Corporate Responsibility

At TFA Trusted Financial Advice, corporate responsibility lies at the heart of everything we do. We’re committed to sustainable growth by integrating ethical governance, environmental stewardship, and meaningful social contributions into our daily operations. Our vision is to support thriving communities across the South and South West of England—while fostering an inclusive workplace culture and maintaining unwavering integrity.

Our advisers support a range of local clubs, societies and charities.

• Client-first consultancy: As FCA-authorised financial advisers, we uphold transparency, impartiality, and best-in-market advice.
• Diversity & Inclusion pledge: We’re proud signatories of the Women in Finance Charter, ensuring gender balance across senior roles and linking executive pay to inclusion goals—60% of our board are women, with ongoing efforts to boost representation among advisers and paraplanners.
• Governance standards: Our commitment to professional, accountable leadership drives trust with clients, partners, and regulators.

We strongly encourage our team to support the causes they care about through company-backed initiatives:

• Local charity events: From Midnight Walks to epic cycling challenges, we sponsor staff participation and provide donations and extra leave.
• St Luke’s Hospice Plymouth: A long-standing relationship featuring corporate sponsorship and fundraising—staff regularly join major events like the Tour de Moor, Midnight Walk, and even coast-to-coast cycles in Costa Rica. [tfagroup.co.uk]
• Empowering employee passions: Instead of selecting one corporate charity, we empower individuals to engage with causes close to their hearts—enhancing team spirit, wellbeing, and social impact.

• Completed the full Tour de France route twice to benefit the William Wates Memorial Trust
• Rode John O’Groats to Land’s End in 2021, raising vital funds and awareness
• Plans to return to the Tour de France route (“Le Loop”) in 2026.

Chris’s efforts exemplify how leadership can motivate collective good—from individual achievement to team-wide initiatives.

We’re passionate about informed, sustainable decisions:

• Smart Money guides & blogs: Regular insights on pensions, investments, mortgage strategy, and ESG considerations.
• Media recognition: Award-winning service standards—from Feefo’s Platinum Trusted Service to accolades in ethical wealth management.
• Publications: Insights into ESG opportunities, sustainable living, family finances, and market trends.

By partnering with us, you’re choosing a firm that:

• Delivers expert financial guidance rooted in integrity and sustainability
• Champions inclusivity and diversity, creating a progressive workplace and ethical culture
• Drives local impact, engaging in events and causes that strengthen our region
• Leads by example, through philanthropic leadership and fundraising success

• Interested in contributing? We support employee-led fundraising, volunteering, and charity projects—big or small.
• Want your team to partner with ours at charity events? Get in touch.
• Looking for ESG-aligned financial advice from a socially-responsible firm? Learn how our commitment shapes everything we do.

Our CSR efforts are not just initiatives—they’re a reflection of our values and identity. Learn more by exploring our Smart Money guides, upcoming events, or contact us directly to find out how you can get involved.