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 308 verified reviews.
A Trusted Customer
Service is 10/10! So much detail given and everyone willing to help no mater how silly I thought the question was! Always able to talk to someone and gain advice! Have recommended to all family and friends as they are truest amazing!!
Mrs Deacon
Mark is always very pleasant and easy to deal with - he replies to all my calls and emails
Mrs Potts
Excellent service to get help choosing a mortgage. We would 100 percent recommend using. Ross was very professional and the process was very quick and easy. Ross was in constant communication with us so we knew what was happening the whole time. Thank you very much for helping us get our lovely new house.
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
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Wishing you a Happy New Year from all at TFA #trustedfinancialadvice
We look forward to helping you achieve your financial goals in 2020.
Wishing all our clients, employees and advisers a Merry Christmas!
Our admin team will be available over the festive period as follows. Outside of these hours if you have an urgent query please contact your adviser directly.
23rd December 9am to 2pm
24th - 26th December CLOSED
27th December - morning only
30-31st December - morning only
1st January - CLOSED
Christmas celebrations in Dorset. Wonderful place with fantastic food. Thank you Sarah Louise Appleby for organising!