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
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: Family

Are your pension and savings invested in line with your ethics?

November 11, 2020 / Business, Family, News, Wealth

Independent Financial Adviser Andy Burton explains his passion for ethical and sustainable investing... Read More

Open Banking for TFA Clients

October 5, 2020 / Family, Mortgage, News, Wealth

Open Banking gives you a new way to link you bank accounts with your secure client portal PFP, enabling you to view all your finances in ... Read More

Income protection insurance during COVID-19

May 8, 2020 / Family, Mortgage, News, Wealth

How will you pay the ... Read More

Making a Will

May 8, 2020 / Family, Mortgage, News, Wealth

Making a Will An essential part of your financial planning We spend our lives working to provide for ourselves and our loved ones. You may have a house ... Read More

TFA Guide to COVID-19 Coronavirus and your finances

April 30, 2020 / Business, Family, Mortgage, News, Wealth

Looking after you, your family and business during the coronavirus pandemic ... Read More

Working from home

April 14, 2020 / Business, Family, Mortgage, News, Wealth

Our advisers and administrators share their experiences of working from home...We ... Read More

TFA Secure Portal for Clients – My PFP

March 21, 2020 / Business, Family, Mortgage, News, Wealth

Have you registered for our secure client portal My PFP?... Read More

Tackling COVID-19 Providing assurance and help to our clients

March 20, 2020 / Business, Corporate Responsibility, Family, Mortgage, News, Wealth

Budget 2020

March 12, 2020 / Business, Family, Mortgage, News, Wealth

Our guide to Budget 2020 aims to provide a clear and concise commentary of the main Budget proposals, focusing on the issues pertinent to you, your ... Read More

Avoid Pension Scams

February 5, 2020 / Business, Family, Mortgage, News, Wealth

Scammers are targeting pension pots of all sizes – make sure you know how to avoid pension scams ... Read More