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 211 verified reviews.
Mr Cawley
Ross has been amazing, we would recommend him to any of our friends.
Mr Greenwood
This time it was just a catch up and a portfolio review meeting, plus I had to sign a few new documents. I couldn't be happier with Martin as my financial advisor. He is professional and friendly and he really knows his stuff.
Mr Le Hunte Youe
Lee was fantastic from start to finish, very understanding and quick to return information. I would highly recommend.
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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This weekend was a busy one for our MD Chris Glazier and our Director of Compliance Theresa Atal. Chris was very pleased to support #LittlePeopleUK at the Prudential RideLondon cycling event with Leon Emerson Hellyer, father of Caitlin who undertook a work placement with us in 2018 (Pictured front right). Whilst Chris was cycling Theresa spent 4 days officiating at the Swim England #NationalSummerMeet in which an increasing number of little people participate.
A really positive relationship! Getting Independent Mortgage Advice at an early stage in the home buying process is really important. Great news that Strongvox Homes have expanded their client offering with their relationship with Zoe Graham - Independent Mortgage Adviser for some of their developments.I am extremely pleased to announce that a fantastic partnership has launched between myself and the producer of exquisitely elegant new build properties, Strongvox Homes. The new partnership allows me to provide independent, unbiased and quality Whole of Market Mortgage advice tailored to meet all clients needs on Strongvox’ 3 new sites launching in Congresbury (Cadbury Fields), Wedmore (Wedmore Grange) and Cribbs Causeway (Laurel Hill).
I will be publishing when I will be on the sites either visiting the Sales Offices or attending Strongvox’ fabulous events which cover a range of incentives available to potential clients looking to buy one of these high quality properties. I would be thrilled to see you there and offer you the best support possible in financing your new home.
For more information regarding my service and advice, please call me on 07960 314601, email me at zoe.graham@tomfrench.co.uk or visit the TFA - Trusted Financial Advice website at tomfrench.co.uk/our-people/zoe-graham/.
For more information regarding the beautiful homes being sold by Strongvox Homes, please visit www.strongvox.co.uk/
Your home may be repossessed if you do not keep up repayments on your mortgage.
To anyone running a business please don't forget about your re-enrolment responsibilities.Re-enrolment is a two-stage process: Re-enrol and Re-declare. Not doing both stages could lead to legal action. It’s now quicker and easier to find out what you need to do next, thanks to our new online tool. To check your duties, see ow.ly/u1kg50uZx5J