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 our clients say
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
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. You may also watch our short video to find out more.
News & Insights
Independent Financial Adviser Andy Burton ...
Looking after you, your family and business during the coronavirus pandemic
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Congratulations to all the advisers featured in the VouchedFor guide to their top rated advisers 2021 including, Darren Bilkey, Paul Grey and Stuart Mair. The Guide will be published later this year in The Times. This guide wouldn't be possible without the feedback from clients and we thank you very much for taking the time to do this. You can view us on VouchedFor bit.ly/2LOec0C
New Year, New Adviser! Welcome on board Ben Lavell! Ben joins us as an independent Mortgage Adviser in Truro.Find out more about Ben in our blog. bit.ly/3bnvXi2
Lovely to read the most recent reviews left by our clients, this one being for Richard Higman. We regularly ask clients for feedback and all their responses can be read on our website.
★★★★★ — Honest trustworthy everything explained simply and knowledgeable.
feefo.com
Honest reliable trustworthy these words describe Richard. I felt I was and knew I was having first class advice and was took through the procedure with step by step that I could make my decisions that suited me. Would recommend in a heartbeat.