Family Matters
We understand that your family is one of the most important things to you. We can help you get the most from your money for a brighter future.
Why work with us?
Trusted Financial Advice
At TFA, we understand how much your family means to you. Our goal is to help you get the most from your money, creating a brighter future for you and your loved-ones. However big or small your family, giving consideration to your money matters is essential. And our independent family financial advisors help you do to exactly that.
So whether you need advice with estate planning, investments, pensions or protection for both you and your family members, we can help. Our independent advisers will work with you to suggest unbiased recommendations you can trust.
They will work with you to understand what is important to you and your family. That means starting with a clear picture of your financial needs and objectives. They will explain how our service works and ensure you are happy with the plan before moving forward with you.
Our independent advisers will draw a detailed picture of your current situation and confirm your objectives. They then research the marketplace and come back with their recommendations.
Our advisers will always provide you with written information on any suitable products they recommend or those you have asked us for. We operate transparently and will advise you of our charges up-front, notifying you in writing should these change.
What we can offer
Life insurance and protection
Get valuable advice on choosing the best life insurance or mortgage protection policy for your family
Children’s investment
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 and protection
Protect your assets in life and plan well to ensure your family benefits fully through inheritance
What our clients say
4.9/5
Independent Service Rating based on 378 verified reviews.
A Trusted Customer
Excellent service throughout highly professional.
A Trusted Customer
Laura was amazing from start to finish. She was simply magical. I wouldn't hesitate in recommending her.
A Trusted Customer
Always get response to my queries within minutes when sent by email or text. Jack helped both my mother and sister with financial advice and can highly recommend
Can’t find what you’re looking for?
Make the first steps with one of our family financial advisers
Secure Client Area
Log in to your Personal Finance Portal (PFP), where you can view details of your finances, communicate with your adviser and exchange documents securely at any time and on any device.
Not registered? As a client of TFA you can sign up for your own PFP via this link. Please register using the email address we hold on file for you. If you have more than one email address and are unsure which we have on file please contact your Financial Adviser or Mortgage Adviser. You can download our PFP Getting Started Guide here.
News & Insights
Our guide to Budget 2020 aims to provide a clear and concise commentary of the main Budget proposals, ...
Thinking of selling your home? Whilst it is not possible to allow property agents or prospective purchasers into your home, this is a good time to prepare for your future move. Take this time to understand what is involved and speak to an independent mortgage adviser to understand your mortgage options. To Learn more about the COVID-19 guidance regarding moving home read our blog tfagroup.co.uk/moving-home-during-covid-19/ or get in contact enquiries@tfagroup.co.uk or call 0800 3899 708. Our advisers are available to answer your questions using email, telephone or video call.
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Did you know we have a secure client portal which allows you to view all your finances in one place, 24/7, on any mobile or web device? You can view your fund information or financial portfolio in an instant and receive messages when your valuations change. Most importantly it ensures that messages between you and your adviser are secure and less susceptible to hacking and fraud.
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Register for Secure Client Portal - My PFP - TFA Trusted Financial Advice
tfagroup.co.uk
TFA clients can communicate securely with their adviser, share documents and view all their finances in one place. Find out more and registerIf you would like help with your mortgage or protection arrangements at this difficult time, or are concerned about the level of protection you have for yourself, family or business, then please don’t hesitate to get in touch. Whilst we will avoid face to face meetings at the moment we can easily arrange to discuss and answer any of your questions using email, telephone or video call.
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Message to Mortgage & Protection Clients - TFA Director Charly Higman
tfagroup.co.uk
Message from Director of Mortgages & Protection regarding the measures TFA have put in place to ensure continued availability during COVID-19 outbreak