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: News

Saving and Investing for a child’s future

November 7, 2019 / News, Wealth

How to ensure your children or grandchildren get the best financial start in life ... Read More

Latest TFA Smart Money Magazine

November 7, 2019 / News, Wealth

Topical financial planning stories making the news to help you create and maintain the right investment strategy plays a vital role in securing your ... Read More

We’re hiring – Wealth Administrator Cornwall

August 30, 2019 / News, Wealth

Wealth Administrator OpportunityJoin our fab team in Cornwall! Are you an experienced wealth administrator? Are you based in Cornwall? Are you great at what ... Read More

Health, wealthy and well advised

July 24, 2019 / Family, News, Wealth

Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you further to plan, grow, protect and preserve your ... Read More

Independent Mortgage Advice for New Home Developer Strongvox Homes

July 22, 2019 / News

TFA are very pleased to announce that Independent Mortgage Adviser Zoe Graham is now in partnership with new home developer Strongvox Homes. ... Read More

TFA Administrator Development Day

July 9, 2019 / Mortgage, News, Wealth

Continuous Professional Development for our AdministratorsToday we hosted a day of continuous professional development for all our mortgage and wealth administrators, focusing on providing ... Read More

TFA Guide to Protection Planning

June 13, 2019 / Family, News, Wealth

Prepare for every possibilityWelcome to our Guide to Protection Planning. Inside we look at the key areas that will empower you to put in ... Read More

TFA Protection Day

June 12, 2019 / Mortgage, News, Wealth

Continuous Professional Development for our AdvisersToday we hosted a day of continuous professional development for all our independent financial and mortgage advisers, focusing on ... Read More

TFA Guide – Spring Statement 2019

March 15, 2019 / News

Philip Hammond, the Chancellor of the Exchequer, delivered his Spring Statement 2019 to Parliament on 13 March. Set against continuing uncertainty over Brexit and just hours ... Read More

“Highly Commended” – Nat West Local Hero Awards

March 13, 2019 / Mortgage, News

Last night our MD Chris Glazier and Director of Mortgages Charly Higman, were very proud to attend the NatWest Local Hero Awards where we received the ... Read More