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 395 verified reviews.
A Trusted Customer
My partner and I had multiple jobs but Jason at TFA managed to secure a mortgage for us. Job done 👍
Mr Lucas
Ross is simply superb - he provides all the information in a completely transparent and impartial way. He really helps me make an informed choice with the products and services I need. I always look forward to catching up with Ross whenever I need anything.
Mr Parsons
Very friendly reception staff. Jason is very knowledgeable and his advice saved me over £150 a month. Was kept informed of progress throughout. I will be contacting TFA (Jason) soon to deal with my pension.
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
Did you know we have a secure client portal which allows you to view all your finances in one place, 24/7, on any mobile or web device? You can view your fund information or financial portfolio in an instant and receive messages when your valuations change. Most importantly it ensures that messages between you and your adviser are secure and less susceptible to hacking and fraud.
ow.ly/QYnn50yXTrB
Register for Secure Client Portal - My PFP - TFA Trusted Financial Advice
tfagroup.co.uk
TFA clients can communicate securely with their adviser, share documents and view all their finances in one place. Find out more and registerIf you would like help with your mortgage or protection arrangements at this difficult time, or are concerned about the level of protection you have for yourself, family or business, then please don’t hesitate to get in touch. Whilst we will avoid face to face meetings at the moment we can easily arrange to discuss and answer any of your questions using email, telephone or video call.
ow.ly/Evei50yXSWM
Message to Mortgage & Protection Clients - TFA Director Charly Higman
tfagroup.co.uk
Message from Director of Mortgages & Protection regarding the measures TFA have put in place to ensure continued availability during COVID-19 outbreakCriminals are using the current COVID-19 situation to exploit working practices, investment opportunities and mortgage transactions. Find out the latest scams and how to avoid falling victim to them.
ow.ly/G0Xq50yXyHT
How to avoid COVID-19 Cyber security & Financial Investment Scams
tfagroup.co.uk
Criminals are using the current situation to exploit working practices, investment opportunities & mortgage transactions. What to do about it? Read our tips