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 306 verified reviews.
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.
A Trusted Customer
Professional and efficient. Friendly service and provided various options for us to consider.
A Trusted Customer
I found the advice given very thorough and I would recommend TFA
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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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 ...
We're really pleased to support our colleague Jade Lindley-Buckley who will be taking part in the National 3 Peaks Challenge for Mind. Good luck with your fundraising!
Jade heads up our Wealth Administration team and is based in our Plymouth office. If you can spare a few pennies just follow the link to her giving page. Many thanks
Meet our latest Independent Mortgage Adviser, Ness Fricker. Ness covers Somerset and Dorset. You can find out more about Ness on our website tfagroup.co.uk/our-people/vanessa-fricker/
Ness Fricker - Independent Mortgage Adviser
After being at the bank for just over 9 years I decided to go from employed to self employed. I am a fully qualified mortgage and insurance adviser with years of financial services experience. I am able to search the whole market for you to find you the best possible mortgage or insurance that suits you and your families needs. Please like and share far and wide and if I can help you, please get in touch! Thanks xGood luck to the Plymouth Argyle Football Club Legends with their biggest fundraising challenge yet! TFA and Mortgage Advisers Adam Cooper (who's dad is helping organise this) and Lee Terry are really pleased to donate. If you're not able to attend the event perhaps you'd like to make a donation? Check out their page below.
justgiving.com
Weʼre raising money to Put a Guide Dog puppy through training and obtain naming rights . The puppy will be called LEGEND.. Support this JustGiving Crowdfunding Page.