Trusted Financial Advice

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- About TFA
  Who we are and how we provide sound financial advice to families and businesses
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    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
- 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
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  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: News

Achieving your financial goals through investing volatile times

One size does not fit all

February 3, 2021 / Family, News, Protection, Wealth

Achieving your financial goals through investing, and one size does not fit allWealth needs managing – now more than ever, and while we hope ... Read More

Samantha Evans – Independent Mortgage Adviser – Poundbury – Dorset

TFA Welcomes new Independent Mortgage Adviser in Dorset

February 2, 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

Ben Lavell – Independent Mortgage Adviser

TFA Welcomes new Independent Mortgage Adviser in Cornwall

January 8, 2021 / Mortgage, News

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

Josh Marshall Independent Financial Adviser

TFA Welcomes new IFA in Hampshire

December 14, 2020 / News, Wealth

As a regional, independent and trusted firm of financial and mortgage advisers with experience stretching back some 23 years, we’re delighted to be adding to our ... Read More

Unlocking property wealth through Equity Release

November 25, 2020 / Mortgage, News, Wealth

Equity Release and Lifetime Mortgages Are you ‘property rich’ but want or need more than you have saved? An increasing number of people aged over 65 are using ... Read More

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

The Pension Fact File

November 10, 2020 / News

The Pension Fact File 2020/21 - Tax Relief & Pension AllowancesLifetime Allowance All your pensions, including workplace pensions, count towards the Lifetime Allowance, with ... Read More

How to generate income from your investments throughout your retirement years

November 9, 2020 / News, Wealth

Leaving retirement money investedHow to generate ... Read More

PFP App Guide

October 5, 2020 / News

Welcome to the new PFP AppSome changes ... 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