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 211 verified reviews.
Mr Cawley
Ross has been amazing, we would recommend him to any of our friends.
Mr Greenwood
This time it was just a catch up and a portfolio review meeting, plus I had to sign a few new documents. I couldn't be happier with Martin as my financial advisor. He is professional and friendly and he really knows his stuff.
Mr Le Hunte Youe
Lee was fantastic from start to finish, very understanding and quick to return information. I would highly recommend.
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 ...
Prepare for every possibilityWelcome to our Guide to Protection Planning. Inside we look at the key ...
At this time of year, we think about New Year’s resolutions, and it’s also a good time to ...
This weekend was a busy one for our MD Chris Glazier and our Director of Compliance Theresa Atal. Chris was very pleased to support #LittlePeopleUK at the Prudential RideLondon cycling event with Leon Emerson Hellyer, father of Caitlin who undertook a work placement with us in 2018 (Pictured front right). Whilst Chris was cycling Theresa spent 4 days officiating at the Swim England #NationalSummerMeet in which an increasing number of little people participate.
A really positive relationship! Getting Independent Mortgage Advice at an early stage in the home buying process is really important. Great news that Strongvox Homes have expanded their client offering with their relationship with Zoe Graham - Independent Mortgage Adviser for some of their developments.I am extremely pleased to announce that a fantastic partnership has launched between myself and the producer of exquisitely elegant new build properties, Strongvox Homes. The new partnership allows me to provide independent, unbiased and quality Whole of Market Mortgage advice tailored to meet all clients needs on Strongvox’ 3 new sites launching in Congresbury (Cadbury Fields), Wedmore (Wedmore Grange) and Cribbs Causeway (Laurel Hill).
I will be publishing when I will be on the sites either visiting the Sales Offices or attending Strongvox’ fabulous events which cover a range of incentives available to potential clients looking to buy one of these high quality properties. I would be thrilled to see you there and offer you the best support possible in financing your new home.
For more information regarding my service and advice, please call me on 07960 314601, email me at zoe.graham@tomfrench.co.uk or visit the TFA - Trusted Financial Advice website at tomfrench.co.uk/our-people/zoe-graham/.
For more information regarding the beautiful homes being sold by Strongvox Homes, please visit www.strongvox.co.uk/
Your home may be repossessed if you do not keep up repayments on your mortgage.
To anyone running a business please don't forget about your re-enrolment responsibilities.Re-enrolment is a two-stage process: Re-enrol and Re-declare. Not doing both stages could lead to legal action. It’s now quicker and easier to find out what you need to do next, thanks to our new online tool. To check your duties, see ow.ly/u1kg50uZx5J