Category: Wealth

Wealth Management news articles from TFA Trusted Financial Advice

Theresa at the Insurance Institute of Exeter Annual Dinner during her final year as President.

Celebrating Theresa’s Three Years as President of the Insurance Institute of Exeter

/ News, Wealth
TFA Trusted Financial Advice is delighted to celebrate a significant milestone for one of our own. Our Director of Compliance, TheresaAtal, recently attended her final Annual Dinner as President ... Read More
March 16, 2026Charlotte Malcolm
Smart Gifting

Tax free ways to support your children and grandchildren

/ Family, News, Wealth
Passing wealth to the next generation is a primary concern for many families, yet the complexities of Inheritance Tax (IHT) often cause unnecessary anxiety. With the headline rate of ... Read More
March 12, 2026Charlotte Malcolm
Spring Statement

TFA guide to the Spring Statement

/ Mortgage, News, Wealth
Your Spring Statement update and what it means for you   Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has addressed the House of Commons and delivered the ... Read More
March 3, 2026Charlotte Malcolm
Second day of Christmas

Protect What Matters Most This Christmas

/ Family, Mortgage, News, Protection, Wealth
Why Life Insurance and Income Protection Are Essential Introduction Christmas is a season of joy, family, and giving. While we’re busy wrapping gifts and planning celebrations, one of the most meaningful gifts ... Read More
December 4, 2025Charlotte Malcolm
VouchedFor Top Rated Adviser 2025

Top rated TFA advisers feature in VouchedFor guide

/ Business, Equity Release, Family, Mortgage, News, Wealth
Celebrating Our Top-Rated Advisers in the VouchedFor 2025 GuideWe’re proud to announce that Trusted Financial Advice has three advisers featured in the prestigious VouchedFor ... Read More
December 1, 2025Charlotte Malcolm
12 Days of Christmas

12 Days of Christmas Financial Tips

/ Business, Equity Release, Family, Mortgage, News, Protection, Sustainable, Wealth
On the 12 Days of Christmas my financial adviser said to me…. ... Read More
December 1, 2025Charlotte Malcolm
Approaching Retirement

Tips for a healthy pension as you approach retirement

/ News, Wealth
Approaching Retirement? Here’s What You Need to Know Retirement is an exciting milestone—but it can also feel overwhelming. Whether you’re two years away or five, planning ahead ... Read More
November 28, 2025Charlotte Malcolm
Autumn Budget 2025

Navigating the Autumn Budget Statement: Key Insights and Implications

/ Business, Mortgage, News, Wealth
Your Autumn Budget update, and what it means for you After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain ... Read More
November 26, 2025Charlotte Malcolm
Early Retirement

Early Retirement

/ News, Wealth
Early Retirement Planning: How to Retire at 55 and Live the Life You Want Early retirement is a dream for many—a chance to enjoy freedom, reduce stress, and make the most ... Read More
November 21, 2025Charlotte Malcolm
When is the right time to invest

When is the right time to invest?

/ News, Wealth
Why market timing rarely works – and why long‑term consistency matters Some people delay investing because they’re waiting for “the right moment.” The idea of buying when prices are low and ... Read More
November 17, 2025Charlotte Malcolm