Financial Advice – Frequently Asked Questions

Home Financial Advice – Frequently Asked Questions

Frequently Asked Questions – TFA Trusted Financial Advice

Welcome to our central FAQ hub. Below you’ll find answers to common questions about our financial services. Click on a topic to jump to that section:

General Financial Advice

What is independent financial advice?

Independent financial advice means our advisers are not tied to any provider and can recommend products from across the whole market. Learn more.

How do I know which adviser is right for me?

We match you with a qualified adviser based on your location and financial needs. Call 0800 3899 708 or use our contact form.

Are you regulated?

Yes. TFA Trusted Financial Advice is a trading style of Tom French & Associates Limited and is authorised and regulated by the Financial Conduct Authority. Tom French & Associates Limited is entered on the Financial Services register under reference 185513. Registered address: Prudence House, Langage Business Park, Plymouth, PL7 5JX. Company Registration Number 3445703

Wealth Management

What does wealth management include?

Our wealth management services include investment planning, retirement strategies, estate planning, and tax efficiency. Explore Wealth Management.

Can I get advice locally in Devon and Cornwall?

Yes, we have offices in Plymouth and Truro, and advisers serving St Austell and surrounding areas. Find local advisers.

Mortgage Advice

Do you help first-time buyers?

Absolutely. We guide first-time buyers through the mortgage process and help find the best deals. Learn about Mortgage Advice.

Can I remortgage with TFA?

Yes. We offer remortgaging advice to help reduce monthly payments or release equity. Remortgage options.

Protection Services

What types of protection do you offer?

We offer life insurance, critical illness cover, income protection, and family protection plans. Explore Protection Services.

Is protection advice tailored to my needs?

Yes. Our advisers assess your situation and recommend suitable protection products. Get tailored advice.

Business Financial Planning

Do you offer corporate pension schemes?

Yes. We help businesses set up and manage workplace pensions and employee benefits. Business Planning Services.

Can you help with succession planning?

We provide advice on succession strategies and key person protection. Learn more.

Contact & Locations

How do I contact TFA?

Call 0800 3899 708 or email enquiries@tfagroup.co.uk. Use our contact form for enquiries.

Where are your offices located?

  • Plymouth Office: Prudence House, Langage Business Park, PL7 5JX – Visit page
  • Truro Office: 5 River Street, TR1 2SQ – Visit page
  • Cornwall Area: Advisers available in St Austell, Truro, Bodmin and more – Find advisers

Still have questions? Get in touch and we’ll be happy to help.