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
5/5
Independent Service Rating based on 364 verified reviews.
Colin & Jennifer George
we feel we have personal service and help from Graham, who is patient when we do not understand something.
Miss Locke
I have rated TFA five star. Everything was explained well and I was kept informed at all times. I was in regular contact with my mortgage advisor who answered my queries quickly and efficiently any day of the week, including weekends.
Mr Boylan
Took time to assess my attitude to risk and provided products suitable to my requirements. Keep me informed of market updates with frequent bulletins and information sheets.
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
Making a Will
An essential part of your financial planning
We spend our lives working to provide for ourselves and ...
Looking after you, your family and business during the coronavirus pandemic
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Happy Friday Afternoon! So what's your next move?
We're looking for a Wealth Administrator to join our team to provide maternity. There is the possibility that the role may become permanent. Find out more on our website and get in touch. ow.ly/VA0p50A5TwI
#recruitment #hiring #jobopportunity #wealtadministrator #trustedfinancialadvice #ifa #Adminstration #joinus
How will you pay the bills if you were sick or injured and couldn't work? What this crisis has shown is that being unable to work can quickly turn our world upside down. No one likes to think that something bad will happen to them, but if you can’t work due to a serious illness, how would you manage financially? Could you survive on savings or sick pay from work? If not, you may need some other way to keep paying the bills – and income protection insurance is an option to consider. Our blog explains how income protection works. ow.ly/cBzd50A1ve2
COVID-19 has clearly led to stock market turbulence but remember that pension savings are for the long term. Our blog looks at the effects that COVID-19 has had on retirement planning - for those who are still saving for retirement; about to retire or are already in drawdown. ow.ly/lF5v50A1s3y