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 our clients say
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
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. You may also watch our short video to find out more.
Insights from the experts
Read the latest pension and investment news, retirement planning tips and mortgage guidance available in our range of Smart Money guides, magazines and blogs.
TFA is a regional, independent and trusted firm of independent financial advisers and mortgage brokers established in 1997. ...
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Our Mortgage Admin team in Plymouth is expanding. If you're a great administrator with amazing attention to detail then we'd love to hear from you. You can find out more and apply via Indeed.![]()
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And the winner is...... Us! ![]()
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Very proud to be the recipient of the Best Protection Advice from a mortgage adviser at the #protection Guru Awards 2021.![]()
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#protectionguruawards2021 #protectionadvice #protectionadvisers #mortgageadvice #MortgageAdvisers #trustedfinancialadvice
We're very pleased to have been shortlisted in the Protection Guru Awards 2021 for the best protection advice from a mortgage adviser. ![]()
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Whilst it's not easy to think about how you would secure your family’s future if you were no longer around or able to provide, it is really important to have an effective protection planning strategy with the appropriate protection insurance in place that prepares for every possibility. This is at the heart or our advice service and we're really pleased to be recognised for this in these awards!![]()
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#protectionmatters #protectionadviser #protectyourfamily #protectyourlovedones #protectionplanning #protectyourassets #trustedfinancialadvice #PGAwards2021