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 364 verified reviews.
Colin & Jennifer George
we feel we have personal service and help from Graham, who is patient when we do not understand something.
Miss Locke
I have rated TFA five star. Everything was explained well and I was kept informed at all times. I was in regular contact with my mortgage advisor who answered my queries quickly and efficiently any day of the week, including weekends.
Mr Boylan
Took time to assess my attitude to risk and provided products suitable to my requirements. Keep me informed of market updates with frequent bulletins and information sheets.
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
Looking after you, your family and business during the coronavirus pandemic
...
Happy Friday Afternoon! So what's your next move?
We're looking for a Wealth Administrator to join our team to provide maternity. There is the possibility that the role may become permanent. Find out more on our website and get in touch. ow.ly/VA0p50A5TwI
#recruitment #hiring #jobopportunity #wealtadministrator #trustedfinancialadvice #ifa #Adminstration #joinus
How will you pay the bills if you were sick or injured and couldn't work? What this crisis has shown is that being unable to work can quickly turn our world upside down. No one likes to think that something bad will happen to them, but if you can’t work due to a serious illness, how would you manage financially? Could you survive on savings or sick pay from work? If not, you may need some other way to keep paying the bills – and income protection insurance is an option to consider. Our blog explains how income protection works. ow.ly/cBzd50A1ve2
COVID-19 has clearly led to stock market turbulence but remember that pension savings are for the long term. Our blog looks at the effects that COVID-19 has had on retirement planning - for those who are still saving for retirement; about to retire or are already in drawdown. ow.ly/lF5v50A1s3y