Trusted Financial Advice

About
- About TFA
  Who we are and how we provide sound financial advice to families and businesses
  - Corporate Responsibility
    Find out about TFA’s charity support, fundraising events and community sponsorship
  - Partners and Resources
    Meet our recommended affiliates and find links to useful information sources online
- Covid-19
  Important Information on Covid-19 from TFA Managing Director, Chris Glazier
- TFA Secure Client Portal – PFP
  Find out more about our Secure Client Portal
- Our People
  Meet the managers, finance specialists and advisers who comprise the TFA team
- Join Us
  View the latest career opportunities for financial and mortgage specialists with TFA
Protection
- Life Insurance
  Find out how much you need and get a quote
- Income Protection
  What is it and whether you need it
- Critical Illness
  Find out what it is and whether it is right for you
- Private Medical Insurance
  Find out if you need private medical insurance
- Risk Reality Calculator
  Find out what life may have in store for you
- Life Insurance Calculator
  Our calculator is your first step to getting a life insurance quote
Mortgages
- Our Mortgage Advice
  Independent expert guidance to find the best available mortgage product to suit your needs
- First Time Buyers
  Friendly advice on choosing the right mortgage and securing the finances for your first home
- Remortgaging
  Helping get you the best deal on the market when by switching to a new mortgage product
- Moving Home
  Review your current mortgage arrangements and get the best deal for your new circumstances
- Buy to Let & Specialist Mortgages
  Mortgages for rental properties and other non-standard mortgage products
- Equity Release & Lifetime Mortgages
  Are you property rich but want or need more than you have saved?
Wealth
- Our Wealth Advice Process
  Expert guidance on investments and money management across your whole financial life
- Investment Advice
  Guiding you in developing a financial planning strategy to protect and enhance your wealth assets
  - Children’s Investments
- Sustainable & Ethical (ESG) Investing
- Pensions & Retirement Planning
  Helping you to navigate your private pension and investment options for security in later life
- Estate Planning
  Be in control of how your estate or business assets are protected now and distributed in the future
- Equity Release & Lifetime Mortgages
  Are you property rich but want or need more than you have saved?
Business
- Our Business Advice
  Astute financial planning to protect your business and lay the foundations for a successful enterprise
- Workplace Pensions & Auto-Enrolment
  Advice on employers' responsibility for auto-enrolling staff into pension schemes
- Directors Pensions
  Expert guidance on setting up tax-efficient directors’ pension schemes
- Partnership, Shareholder & Key Person Protection
  Prepare your partnership or private company for all eventualities with appropriate life insurance
- Employee Benefits
  Navigate your options for employee insurance policies, pensions and salary sacrifice packages
News & Insights
- Latest News
- Insights & Guides
  Search through our collection of guides for valuable articles on a wide range of financial topics
Contact

Category: Business

Hampshire Office

May 28, 2021 / Business, Family, Mortgage, News, Protection, Wealth

Get independent financial advice from our advisers in Wickham, Hampshire. Offering advice on all aspects of pensions & retirement planning, investments, protection insurance and estate planning.... Read More

Truro Office

May 26, 2021 / Business, Family, Mortgage, News, Protection, Wealth

Pop into our central Truro office for independent financial advice. Offering advice on all aspects of pensions, investments, protection insurance and mortgage advice including equity release.... Read More