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 our clients say
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
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. You may also watch our short video to find out more.
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.
Get independent financial advice from our advisers in Wickham, Hampshire. Offering advice on all aspects of pensions & ...
Pop into our central Truro office for independent financial advice. Offering advice on all aspects of pensions, investments, ...
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We're very pleased to have been shortlisted in the Protection Guru Awards 2021 for the best protection advice from a mortgage adviser. ![]()
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Whilst it's not easy to think about how you would secure your family’s future if you were no longer around or able to provide, it is really important to have an effective protection planning strategy with the appropriate protection insurance in place that prepares for every possibility. This is at the heart or our advice service and we're really pleased to be recognised for this in these awards!![]()
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#protectionmatters #protectionadviser #protectyourfamily #protectyourlovedones #protectionplanning #protectyourassets #trustedfinancialadvice #PGAwards2021
Our independent mortgage adviser Mark Savill has moved himself! You’ll now find him helping clients in and around Poole.
Mark Savill Independent Mortgage Adviser
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MortgagesBuy your first home
Move home
Improve or extend
Re-mortgage & save money
Retirement lending as equity release or retirement interest only
Buy to let, let to buy, & portflio landlords
We’ve been seeing more and more of these quizzes across social media. Please be careful.⚠ These quizzes might seem like harmless fun but they could put you at risk of identity theft. You could be handing over a treasure trove of personal information to fraudsters.![]()
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Tech giants know this - and they should be putting a stop to it. But they aren’t. ![]()
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We are calling for the Government to make tech companies responsible for stopping scams on their sites. Are you with us? Sign our petition now 👉 whi.ch/JustNotBuyingIt