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?
Trusted Financial Advice
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.
What we can offer
Workplace pensions and auto-enrolment
Advice on employers' responsibility for auto-enrolling staff into pension schemes
Partnership, shareholder and key person protection
Prepare your partnership or private company for all eventualities with appropriate life insurance
Directors pensions
Expert guidance on setting up tax-efficient directors’ pension schemes
Employee benefits
Navigate your options for employee insurance policies, pensions and salary sacrifice packages
What our clients say
5/5
Independent Service Rating based on 378 verified reviews.
Herbert and Mary Richards
He has been very easy to speak to and very proactive coming up with good ideas and carrying them out speedily.
A Trusted Customer
The service was friendly and professional. Had to do review remotely due to circumstances and went well with no issues.
A Trusted Customer
As always Jack took time to explain things in a way that I could understand. He listened to and answered my questions. He didn't rush the appointment, I felt it was a useful phone call .
Can’t find what you’re looking for?
Make the first steps with one of our business financial advisers
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.
News & Insights
Looking after you, your family and business during the coronavirus pandemic
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Today the Government has extended mortgage holidays by 3 months to the end of October. Don't forget that whilst you aren't making payments you do still accrue interest on the mortgage, which adds up over time. Speak to one of our independent mortgage advisers to find out what this means for you 0800 3899 708 or email enquiries@tfagroup.co.uk or PM us.
TFA’s Paul Grey - Chartered Financial Planner explains how important 'time in the market' is rather than 'timing the market', in this short 3 minute video 'The benefits of long-term investing'.
You can download the guides Paul refers to in the video and find out more about him and TFA via this link tfagroup.co.uk/value-long-term-investing/
Welcome on board to Andy Burton DipPFS who has joined us as an Independent Financial Adviser working from our Plymouth office and covering the counties of Devon, Somerset, Dorset, Gloucestershire and Wiltshire. Find out more about Andy and why he chose TFA...
tfagroup.co.uk/new-independent-financial-adviser-south-hams-devon/
New Independent Financial Adviser joins TFA Trusted Financial Advice
tfagroup.co.uk
We're pleased to welcome on board a new Independent Financial Adviser, Andy Burton DipPFS who joins our team based in Plymouth