Trusted Financial Advice

About
- About TFA
  Who we are and how we provide sound financial advice to families and businesses
- 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
- Partners and Resources
  Meet our recommended affiliates and find links to useful information sources online
- Corporate Responsibility
  Find out about TFA’s charity support, fundraising events and community sponsorship
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
  Advice on getting the right policy to cover your mortgage and protect your family
Family
- Our Family Advice
  Expert financial guidance to help you protect your family and invest well for a bright future
- Life Insurance & Protection
  Get valuable advice on choosing the best life insurance or mortgage protection policy for your family
- 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 & Protection
  Protect your assets in life and plan well to ensure your family benefits fully through inheritance
Wealth
- Our Wealth Advice
  Expert guidance on investments and money management across your whole financial life
- Estate Planning & Protection
  Be in control of how your estate or business assets are protected now and distributed in the future
- 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
- Business Advice
  Get expert guidance with business financial planning to optimise your management of wealth
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

Message to clients from Mortgage & Protection Director Charly Higman

March 23, 2020 / Business, Mortgage, News, Wealth

At TFA, we pride ourselves on the high level of Customer Service that ... 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

Saints Foundation Dinner

February 28, 2020 / Corporate Responsibility, News

Glen Belcher continues his support of the Saints Foundation at Gala DinnerThanks to the generosity of those who attended the recent Saints Foundation dinner, ... Read More

Glen Belcher – Saints Foundation Sponsorship

Glen Belcher sponsors Saints Foundation

February 13, 2020 / Corporate Responsibility, News

Glen Belcher becomes Bronze Patron to Saints FoundationSaints Foundation is delighted to welcome Independent Financial Adviser Glen Belcher on board as an official Bronze ... 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

TFA Trusted Financial Advice opens new office in Truro Cornwall

New Decade, New Office in Truro for TFA

January 23, 2020 / Business, Mortgage, News, Wealth

New TFA Office TruroNew TFA Office Truro! We are very pleased to announce the opening of a new TFA Trusted Financial Advice office in ... Read More

TFA 2020 New Year’s Financial Resolutions

2020 Financial Resolutions

January 2, 2020 / Family, Mortgage, News, Wealth

Financial resolutions What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at ... Read More

Homeless Shoebox Appeal

November 22, 2019 / Corporate Responsibility, News

Raising vital funds for Live Wire in SaltashWell done to our Plymouth office for organising alot of boxes as part of the The ... Read More