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 308 verified reviews.
A Trusted Customer
Service is 10/10! So much detail given and everyone willing to help no mater how silly I thought the question was! Always able to talk to someone and gain advice! Have recommended to all family and friends as they are truest amazing!!
Mrs Deacon
Mark is always very pleasant and easy to deal with - he replies to all my calls and emails
Mrs Potts
Excellent service to get help choosing a mortgage. We would 100 percent recommend using. Ross was very professional and the process was very quick and easy. Ross was in constant communication with us so we knew what was happening the whole time. Thank you very much for helping us get our lovely new house.
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
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Wishing you a Happy New Year from all at TFA #trustedfinancialadvice
We look forward to helping you achieve your financial goals in 2020.
Wishing all our clients, employees and advisers a Merry Christmas!
Our admin team will be available over the festive period as follows. Outside of these hours if you have an urgent query please contact your adviser directly.
23rd December 9am to 2pm
24th - 26th December CLOSED
27th December - morning only
30-31st December - morning only
1st January - CLOSED
Christmas celebrations in Dorset. Wonderful place with fantastic food. Thank you Sarah Louise Appleby for organising!