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
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
- Life Insurance & Protection Insurance
  Advice on getting the right policy to cover your mortgage and protect your family
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
- 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?
- Life Insurance & Protection Insurance
  Helping you put an effective protection planning strategy in place
Family
- Our Family Advice
  Expert financial guidance to help you protect your family and invest well for a bright future
- Children’s Investments
  Advice on choosing the best tax-efficient investments to provide a boost for your children’s future
- School Fee Plans
  We can guide you in choosing the right investment to save in advance for school or university fees
- Estate Planning
  Protect your assets in life and plan well to ensure your family benefits fully through inheritance
- Life Insurance & Protection Insurance
  Get valuable advice on choosing the best life insurance or mortgage protection policy for your family
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: Corporate Responsibility

Compliance Director Theresa Atal officiates at Swim England National Summer Meet

August 5, 2019 / Corporate Responsibility

Support for the 2019 Swim England National Summer MeetThis weekend our Director of Compliance, Theresa Atal, supported the National Summer Meet for Swim England. ... Read More

MD supports Little People UK in Prudential Ride London

August 5, 2019 / Corporate Responsibility

MD Chris Glazier completes Prudential Ride London in aid of Little People UK This weekend our MD Chris Glazier completed the 100 mile Prudential ... Read More

Pictured with Paradigm

June 11, 2019 / Corporate Responsibility

Chris Glazier wins Pictured with Paradigm Photo competitionGreat News! Our MD Chris Glazier won the #PicturedWithParadigm competition and is the lucky recipient of a ... Read More

TFA Signs up to Women in Finance Charter

March 14, 2019 / Corporate Responsibility

It is HM Treasury’s ambition to see gender balance at all levels, across firms up and down the country, that’s why we have signed the #WomeninFinance ... Read More

Raising funds for Cancer Research

February 21, 2019 / Corporate Responsibility, News

Weymouth based mortgage administrator and general insurance adviser Sarah Appleby walks for charitySarah Appleby, our General Insurance Adviser and Mortgage Administrator based in Weymouth ... Read More

Work experience at TFA

June 29, 2018 / Corporate Responsibility, News

TFA Welcomes two students as part of work experienceGetting some real life work experience is always beneficial and we were really pleased ... Read More

Aviva Community Fund

October 24, 2017 / Corporate Responsibility

Saltash Station Building Refurbishment ProjectPlease support this project to refurbish a derelict Station Building at Saltash, in Cornwall. TFA adviser Andy Moir has nominated ... Read More