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
4.9/5
Independent Service Rating based on 263 verified reviews.
Mr House
Very good and helpful
A Trusted Customer
Helped me clarify things and make informed decisions.
Mrs O'Connell
Ross was extremely helpful and informative during the whole mortgage process. Nothing was too much trouble. We would definitely recommend TFA's services.
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.
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WHY IS HAVING A WILL SO IMPORTANT?
Turn to page 10 in our latest Guide to Estate and Trust Planning to find out why. bit.ly/2mrHIg5
W I L L S - W E E K
S O U T H - H A MS - 23rd to 27th SEPTEMBER
If you don't have a Will or your existing one needs updating and you live in the #SouthHams then contact #BartonsSolicitors who will be waiving their fee* for donations to #CitizensAdviceBureauSouthHams.
* This offer is open to clients wishing to make a simple Will. To find out more or book an appointment please email charitywills@bartons.co.uk or call 01548 854927
Want to join our fab team? We’re hiring! Are you an experienced wealth administrator? Are you based in Cornwall? Are you great at what you do? Are you thinking about making a job change? Then we’d like to hear from you. Apply here ... tfagroup.co.uk/about/join-us/
#TFA #TrustedFinancialAdvice #independentfinancialadviser #independentfinancialplanner #recruitment #administration #IFA #Cornwall #cornwalljobs