Trusted Financial Advice

About
- About TFA
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  - Corporate Responsibility
    Find out about TFA’s charity support, fundraising events and community sponsorship
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    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
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  Find out more about our Secure Client Portal
- Our People
  Meet the managers, finance specialists and advisers who comprise the TFA team
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  View the latest career opportunities for financial and mortgage specialists with TFA
Protection
- Life Insurance
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- 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
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Category: News

Nat West Local Hero Award Nominations 2022

Nat West Local Hero Mortgage Awards – TFA nominated for third successive year!

January 20, 2022 / Mortgage, News, Protection

Nat West Local Hero Mortgage Award... Read More

Mortgage & Property Magazine – Winter 2022

January 5, 2022 / Mortgage, News, Wealth

12 Days of Christmas Financial Tips

December 18, 2021 / Family, Mortgage, News, Protection, Wealth

On the 12 Days of Christmas my financial adviser said to me…. ... Read More

Pension Awareness Week 13-17th September 2021

September 13, 2021 / News, Wealth

It’s pension awareness week – will your pension be sufficient when you retire? Understanding pensions can be complicated, with many of us not being aware of how much we ... Read More

TFA Welcomes new Independent Mortgage Adviser in Cornwall

August 10, 2021 / Family, Mortgage, News, Protection

TFA is a regional, independent and trusted firm of independent financial advisers and mortgage brokers established in 1997. With our experience in the mortgage and protection ... Read More

JOGLE Blog

June 29, 2021 / Corporate Responsibility, News

JOGLE blog from TFA Trusted Financial Advice MD, Chris Glazier, as he rides 950 miles for charity from John O’Groats to Land’s End.... Read More

Setting up a Trust

June 29, 2021 / Family, News, Wealth

Setting up a Trust Reduce how much IHT your estate will have to pay on your death The structures into which you can transfer your assets can have ... Read More