Business & Corporate Solutions

Whatever your business, whatever your question, our specialist team cut through the confusion to offer clear, conscientious advice and solutions.

Why work with us?  

Financial planning is essential for business success. Our independent business financial advisers can assist with ensuring that you have considered and planned appropriately.

It is second nature to ensure that your property or car are insured. Yet many businesses overlook those areas that could have a large negative financial impact on them. Business financial planning is essential to protect and nurture your enterprise.

From setting up the right insurance policies to managing employee benefits and directors’ pensions, there’s a lot to get right. TFA’s business fiancial advisers are experts in guiding you and your business in making the right decisions.

Are you providing the most cost effective employee benefit packages?

Have you insured for the loss of the key people within your business?

Are you compliant for auto enrolment?

Are you using Directors Pensions effectively for tax and succession planning?

Have you considered Shareholder or Partnership Protection?

Would salary sacrifice be beneficial to you and your employees?

What we can offer

Workplace pensions and auto-enrolment

Advice on employers' responsibility for auto-enrolling staff into pension schemes
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Partnership, shareholder and key person protection

Prepare your partnership or private company for all eventualities with appropriate life insurance
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Directors pensions

Expert guidance on setting up tax-efficient directors’ pension schemes
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Employee benefits

Navigate your options for employee insurance policies, pensions and salary sacrifice packages
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What our clients say

Independent Service Rating based on 419 verified reviews.
5 Stars

Gary Hooper

Very helpful used Phil for twenty years plus and would recommend him to a friend to use.


5 Stars

A Trusted Customer

Mark has given us consistently good advice since we contacted him two years ago. He is personable and entirely trustworthy Thank you, Mark!


5 Stars

Philip & Margaret Watts

We have always been extremely happy with the advice given to us by Peter Watts and have watched our investments grow steadily over the years. He offered me excellent financial advice when I retired and organised my investments to provide an income sufficient for me to enjoy the same standard of living to when I was working. I would definitely recommend him.


Can’t find what you’re looking for?

Secure Client Area

Log in to your Personal Finance Portal (PFP), where you can view details of your finances, communicate with your adviser and exchange documents securely at any time and on any device.

Not registered? As a client of TFA you can sign up for your own PFP via this link. Please register using the email address we hold on file for you. If you have more than one email address and are unsure which we have on file please contact your Financial Adviser or Mortgage Adviser. You can download our PFP Getting Started Guide here.

Client Area

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