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?  

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
Read more

Partnership, shareholder and key person protection

Prepare your partnership or private company for all eventualities with appropriate life insurance
Read more

Directors pensions

Expert guidance on setting up tax-efficient directors’ pension schemes
Read more

Employee benefits

Navigate your options for employee insurance policies, pensions and salary sacrifice packages
Read more

Can’t find what you’re looking for?

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.

Client Area

Insights from the experts

Read the latest pension and investment news, retirement planning tips and mortgage guidance available in our range of Smart Money guides, magazines and blogs.

Shaping your future financial security and independence We make countless choices on our unique journeys through life that shape our future financial security ...
£32 billion hole in UK savings pots The average cost of housing, food, and energy bills have increased by nearly £500 per month ...
Financial aspirations - 10 fundamental investment principles Investing in today's global geopolitical economic climate can appear daunting due to the constant flood of ...