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?  

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
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Children’s investment

Advice on choosing the best tax-efficient investments to provide a boost for your children’s future
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School fee plans

We can guide you in choosing the right investment to save in advance for school or university fees
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Estate planning and protection

Protect your assets in life and plan well to ensure your family benefits fully through inheritance
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What our clients say

Independent Service Rating based on 359 verified reviews.
5 Stars

Mrs Loxley

I had more questions than most I think - Jason was really patient and explained everything as many times as I needed. He always answered my calls


5 Stars

A Trusted Customer

Ross and Sarah were brilliant and very supportive.


5 Stars

A Trusted Customer

I didn't feel pressurized into getting a policy that I didn't understand or wasn't happy with.


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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.

Client Area

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