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 306 verified reviews.
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.
A Trusted Customer
Professional and efficient. Friendly service and provided various options for us to consider.
A Trusted Customer
I found the advice given very thorough and I would recommend TFA
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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We're really pleased to support our colleague Jade Lindley-Buckley who will be taking part in the National 3 Peaks Challenge for Mind. Good luck with your fundraising!
Jade heads up our Wealth Administration team and is based in our Plymouth office. If you can spare a few pennies just follow the link to her giving page. Many thanks
Meet our latest Independent Mortgage Adviser, Ness Fricker. Ness covers Somerset and Dorset. You can find out more about Ness on our website tfagroup.co.uk/our-people/vanessa-fricker/
Ness Fricker - Independent Mortgage Adviser
After being at the bank for just over 9 years I decided to go from employed to self employed. I am a fully qualified mortgage and insurance adviser with years of financial services experience. I am able to search the whole market for you to find you the best possible mortgage or insurance that suits you and your families needs. Please like and share far and wide and if I can help you, please get in touch! Thanks xGood luck to the Plymouth Argyle Football Club Legends with their biggest fundraising challenge yet! TFA and Mortgage Advisers Adam Cooper (who's dad is helping organise this) and Lee Terry are really pleased to donate. If you're not able to attend the event perhaps you'd like to make a donation? Check out their page below.
justgiving.com
Weʼre raising money to Put a Guide Dog puppy through training and obtain naming rights . The puppy will be called LEGEND.. Support this JustGiving Crowdfunding Page.