TFA is a regional, independent and trusted firm of independent financial advisers and mortgage brokers and was established in 1997. With our experience in the wealth management and mortgage market stretching back some 23 years, we’re delighted to be adding to our team of independent financial advisers in Devon and surrounding counties of Somerset, Dorset, Wiltshire and Gloucestershire with the cities of Plymouth, Exeter, Totnes and Newton Abbot with our independent financial adviser, Andy Burton DipPFS.
At this particularly challenging time we are very pleased to be expanding our team of advisers, TFA Managing Director Chris Glazier commented;
“Given the challenges that we are all facing during COVID-19 we are particularly pleased to continue expanding our team of advisers. With Stuart Mair joining us as an Independent Protection Adviser last month and Andy coming on board this week, it’s certainly not been quiet! Fortunately, as heavy users of various technologies our onboarding process has not been affected by the need to work from home. Welcome to the TFA team Andy.”
Andy offers totally unbiased independent and friendly financial planning and wealth management advice to individuals, families and businesses. Having spent a number of years as a paraplanner, Andy has a deep technical knowledge of the pension and investment markets. This combined with his client focus and impartiality, ensures that TFA clients always receive the most appropriate advice.
Andy said…
“In addition to offering a broad range of financial advice to TFA clients, I have a particular interest in ethical investing. TFA’s support for this and their client centred approach combined with a high degree of investment in technology was what attracted me. I’m very much looking forward to being part of the TFA team and hopefully meeting my fellow advisers once we’re out of lockdown!”
Living in the South Hams but covering the whole of the south and south west of England, Andy is able to offer our clients a flexible approach, working around clients work and family, offering both face-to-face advice in the comfort of their own home, office based meetings, over the telephone, or via video conferencing or at an alternative location.
Prior to advising on investment and pension matters, Andy started his financial career in a high street building society as a Mortgage Adviser. He holds the Certificate in Mortgage Advice & Practice (CeMap), the Certificate in Regulated Insurance (CeRGI) and the Diploma in Financial Planning (DipPFS) from the Chartered Insurance Institute. Andy is continuing his development and is studying towards achieving Chartered Financial Planner status and becoming one of the most experienced and qualified advisers in the profession joining TFA advisers Paul Grey, Graham Westhall and Maurice Scant.
INDEPENDENT FINANCIAL ADVICE PROVIDED BY ANDY:
Pension Planning, Savings & Investment advice including a specialism in ethical investing, Retirement Planning, Estate Planning, Wealth Management, Corporate Risk Management including Business Protection, Shareholder Protection, Partnership Protection, Key Person Protection, Loan Protection; Financial Protection for individuals including Life Assurance, Critical Illness Cover, Income Protection.
