Personal, Family & Business-Focused Advice Tailored to Your Needs
Trusted Financial Advice
Independent Financial & Mortgage Advisers in Truro
About Us
At TFA Truro, our team of experienced, fully qualified independent financial and mortgage advisers is dedicated to supporting individuals, couples, families, and businesses throughout Truro and the surrounding Cornwall area. We provide expert, unbiased wealth management, mortgage, and protection advice designed for every life stage and circumstance, whether you are just starting out in your career, advancing your career and starting a family, midlife or pre-retirement, or seeking financial security into your retirement.
Comprehensive Financial Planning for Truro and Cornwall
We understand that financial wellbeing goes beyond investment advice. Our holistic approach coordinates every aspect of your financial journey—offering personal, evidence-based advice on mortgages, pensions, investments, and protection. As an independent firm, we have access to the ‘whole of market’—thousands of financial and mortgage products, many unavailable on the high street, ensuring you always benefit from the most suitable options available.
Adviser Team Anchored in Your Community
Meet our friendly and professional advisers—Darren Bilkey, Nicole Martin, Paul Grey (Chartered Financial Planners), and independent financial advisers Lynne Williams, Liam Thomas, Ben Nurse, and Dave Boardman—ready to welcome you at our central Truro office on River Street or support you via video or phone consultation. Our team is committed to delivering clear, tailored advice to local residents, families, and business owners with proven expertise in helping clients across Cornwall reach their goals.
How We Help
Why Choose TFA Truro?
Visit or Contact Us
Drop into our Truro office at 5 River Street, TR1 2SQ
or
01872 309444
Click here to email us
Ready to discuss your pension, investments, mortgage or protection needs?
Book your appointment and experience truly independent advice tailored for Truro and Cornwall’s individuals, families, and businesses. Please call us on 0800 389 9708 or email enquiries@tfagroup.co.uk or use our Let's Chat function
FAQ's
Yes, our advisers are available for meetings in person at our Truro office as well as via video or phone consultations for your convenience.
Absolutely. We guide first-time buyers through the buying process and help those with more complex needs, including self-employed clients and individuals with non-standard income streams.
Using our mortgage advisers instead of just going to your bank offers several advantages: we provide truly independent, whole-of-market advice, meaning we can access thousands of mortgage products—including many not available directly on the high street—to find the most suitable deal for your unique needs and circumstances. Our qualified and highly experienced advisers offer impartial, personalised advice for all life stages and complex situations, ensuring you receive expert support tailored specifically to you, rather than being limited to a single bank’s products or criteria. Additionally, as local experts rooted in the community, we are committed to clear communication, ethical service, and ongoing support throughout your mortgage journey.
Yes, our team consists of experienced and fully qualified advisers, including Chartered Financial Planners and independent financial advisers, who offer impartial, whole-of-market advice.
Our approach to creating a personalised investment strategy is rooted in truly independent, holistic financial planning. We start by taking the time to understand your individual needs, goals, life stage, and values, ensuring our advice is always tailored to your personal, family, or business circumstances. By coordinating all aspects of your finances—including investments, pensions, tax efficiency, and protection—we build a strategy that supports both your current requirements and long-term ambitions. As independent advisers, we have access to the ‘whole of market,’ enabling us to recommend the most suitable options from thousands of products, many of which aren’t available on the high street. This ensures your investment plan is tailored specifically for you and designed to achieve financial clarity and peace of mind throughout every stage of your financial journey.
