I’m excited to be joining TFA Trusted Financial Advice and realising my ambition to be able to offer clients truly unrestricted and independent advice. Since joining TFA I have been impressed by the level of support I’ve received and also the range of tools I now have access to that will help me source the best products for our clients. I’ve known Ross and Ben for a long time and am very much looking forward to working with them both.

I’m really excited to have joined TFA. Right from my initial discussions with Chris Glazier, through to the excellent training process after joining, it is clear that TFA are focused on really looking after their clients. This is at the heart of everything they do and is reflected in their dedication to providing the support, tools and flexibility to their advisers to help them to achieve this. The client-centric, family ethos is exactly what I have been looking for. I was very impressed with how heavily TFA have invested in technology to not only make an advisers role easier but also to provide the most comprehensive advice for their clients in addition to protecting their data and making the administration process as seamless as possible. TFA discussed with me my objectives, areas of interest and strengths and have been incredibly supportive of helping me to pursue these and I firmly believe that they have offered me the best opportunity to become the adviser I want to be and to provide an incredible service to my clients.

I joined TFA on 5th February 2019 and honestly haven’t looked back. After working for a High Street Bank for 17 years, the thought of going independent was a daunting one, particularly with a young family to support and a busy farming husband. TFA couldn’t have made the transition simpler, less stressful or been more supportive. I received comprehensive training from both Charlotte and Charly at a time that suited my family on all areas to ensure my start to client facing was a successful one as well as my business being marketed in the best way possible. …….Thankyou TFA!

I chose TFA because although I have been in financial services for over 15 years, the whole world of an independent mortgage adviser was new to me. It felt exciting but also very scary! I wanted to go with a firm that would not only be able to offer me training but one that would also provide me with support and guidance. My reasons for going self employed was to have a better work life balance for my family. I loved being a manager with a large bank but the time on the road meant spending a lot of time away from home which was hard with small children. In 2018 I made the move and I have never looked back. Being self employed gives me the freedom to work around children in the evenings and at weekends, which I have also found offers flexibility for clients that they struggle to find with other advisers. I researched a number of companies to work with and I wanted to find a company that offered me the flexibility and also one that didn’t have the hard sales environment that could mean the balance wasn’t mine to manage. TFA are a local company, when I met with the director Chris Glazier, I instantly knew they would look after me as an adviser and support me to make my business successful. He understood my reasons and the need for me to ensure my work life balance was achieved and this meant everything to me.

Previously I worked in a number of roles within a high street bank. It soon became clear to me that I needed to change career paths. Why? The bank could only offer their own products, therefore limiting the choice for clients. The ability to offer an independent advice service, accessing the whole of the market is key and TFA enables me to provide this to my clients. The opportunity to provide that independence within a firm that offers a truly client centred approach attracted me to TFA as it enables me to provide my clients with the best solution possible.

I joined TFA in 2013 having worked for several large organisations where the main focus was on achieving sales targets and not the individual customer. I had over the years met with other advisers from TFA who all spoke very highly of the company. Clearly the client and not sales targets were the most important factor. When I approached TFA to join them I was interviewed by Chris Glazier (MD) and Theresa Atal (Compliance Director). I was impressed by their relaxed, professional approach and care for the client and reputation of TFA.

I joined TFA in 2016 after hearing great things from a former colleague about his experiences. I have found TFA to be a forward thinking company that encourages ideas & innovation. There is a continuous drive to develop and improve, allowing me to provide better service to my clients. One area TFA continue to make significant strides in is the adoption of new software and technology, something I have been given the opportunity to help shape & develop over the last 4 years.

Joining TFA has been a fantastic career choice that I have not regretted since day 1. Having come from an employed role with a high street bank the flexibility being self employed provides is something I would struggle to give up now. The trust and support the management team at TFA have showed in me has been a big factor of this. TFA provides a ‘family’ run feel when it comes to working here and they support their staff and advisors with great marketing and networking backing along with high levels of IT and system resources.