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- About TFA
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  Important Information on Covid-19 from TFA Managing Director, Chris Glazier
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  Meet the managers, finance specialists and advisers who comprise the TFA team
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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

Wealth (Event Categories)

Past Events › Wealth

« Previous Events

June 2017

Defaqto Webinar – Researching products, platforms and creating research templates

June 27, 2017 @ 9:30 am - 10:30 am/

Advisers, Wealth

This session explores how to research and recommend Products and Platforms. You will also be shown how to make your research process more efficient, by building and saving Research Templates.

Webinar – Using Defaqto’s Investment Solutions

June 27, 2017 @ 10:30 am - 11:20 am/

Advisers, Wealth

This session shows you how to carry out basic fund research, as well as utilising Defaqto’s Risk-Rated Investment Solutions, including Risk-Rated Funds, DFM Model Portfolios and optimised Target Asset Allocations.

Investec Market Update & Pension Planning Seminar – Truro

June 27, 2017 @ 12:15 pm - 2:00 pm/

Advisers, Wealth

Alverton Manor, Alverton Manor
Truro, Cornwall TR1 1ZQ United Kingdom + Google Map

Market update and Pension Planning SeminarInvestec speakers will be discussing the market and the economy, as well as lifetime allowance planning around pensions and structured products. Each seminar is free to attend and is CPD ...

Investec Market Update & Pension Planning Seminar – Exeter

June 28, 2017 @ 8:00 am - 11:45 am/

Advisers, Wealth

Sandy Park, Sandy Park Way
Exeter, Devon EX2 7NN United Kingdom + Google Map

July 2017

Old Mutual Pension & Trust Workshops – Exeter

July 3, 2017 @ 1:00 pm - 3:00 pm/

Advisers, Wealth

Sandy Park, Sandy Park Way
Exeter, Devon EX2 7NN United Kingdom + Google Map

High Cash Equivalent Transfer Values from defined benefit transfers, coupled with good investment returns and a reduction to the Lifetime Allowance (LTA), has seen many advisers facing potential LTA advice challenges. This workshop is geared towards building knowledge ...

Old Mutual Pension & Trust Workshops – Plymouth

July 5, 2017 @ 8:30 am - 11:00 am/

Advisers, Wealth

Boringdon Hall Hotel, Colebrook
Plymouth, Devon PL7 4DP United Kingdom + Google Map

Old Mutual Pension & Trust Workshops – Truro

July 5, 2017 @ 1:00 pm - 3:00 pm/

Advisers, Wealth

Alverton Manor, Alverton Manor
Truro, Cornwall TR1 1ZQ United Kingdom + Google Map

September 2017

PFS – Regional Conference Q3 – Plymouth & Cornwall

September 25, 2017 @ 9:30 am - 3:30 pm/

Advisers, Wealth

Lanhydrock Hotel & Golf Club, Lostwithiel Road
Bodmin, Cornwall PL30 5AQ United Kingdom + Google Map

The cycle of life - conundrums, divorce & evolutionThe focus of this regional conference will be on: Fact v Fiction in the investment news cycle The investment conundrum- changing mindsets to address the savings gap Estate litigation ...