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 263 verified reviews.
Mr House
Very good and helpful
A Trusted Customer
Helped me clarify things and make informed decisions.
Mrs O'Connell
Ross was extremely helpful and informative during the whole mortgage process. Nothing was too much trouble. We would definitely recommend TFA's services.
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
Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you ...
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WHY IS HAVING A WILL SO IMPORTANT?
Turn to page 10 in our latest Guide to Estate and Trust Planning to find out why. bit.ly/2mrHIg5
W I L L S - W E E K
S O U T H - H A MS - 23rd to 27th SEPTEMBER
If you don't have a Will or your existing one needs updating and you live in the #SouthHams then contact #BartonsSolicitors who will be waiving their fee* for donations to #CitizensAdviceBureauSouthHams.
* This offer is open to clients wishing to make a simple Will. To find out more or book an appointment please email charitywills@bartons.co.uk or call 01548 854927
Want to join our fab team? We’re hiring! Are you an experienced wealth administrator? Are you based in Cornwall? Are you great at what you do? Are you thinking about making a job change? Then we’d like to hear from you. Apply here ... tfagroup.co.uk/about/join-us/
#TFA #TrustedFinancialAdvice #independentfinancialadviser #independentfinancialplanner #recruitment #administration #IFA #Cornwall #cornwalljobs