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 mortgage ... Read More
News & Insights
As a regional, independent and trusted firm of financial and mortgage advisers with experience stretching back some 23 years, we’re delighted to be adding to our ... Read More
December 14, 2020Charlotte Malcolm
Unlocking property wealth
Are you ‘property rich’ but want or need more than you have saved?
An increasing number of people aged over 65 are using equity release ... Read More
November 25, 2020Charlotte Malcolm
Independent Financial Adviser Andy Burton explains his passion for ethical and sustainable investing... Read More
November 11, 2020Charlotte Malcolm
The Pension Fact File 2020/21 - Tax Relief & Pension AllowancesLifetime Allowance
All your pensions, including workplace pensions, count towards the Lifetime Allowance, with ... Read More
November 10, 2020Charlotte Malcolm
Leaving retirement money investedHow to generate ... Read More
November 9, 2020Charlotte Malcolm
Welcome to the new PFP AppSome changes ... Read More
October 5, 2020Charlotte Malcolm
Open Banking gives you a new way to link you bank accounts with your secure client portal PFP, enabling you to view all your finances in ... Read More
October 5, 2020Charlotte Malcolm
SHARPER FOCUS ON MONEYThe coronavirus crisis has drastically changed all aspects of life as we know it, but it has also brought a sharper ... Read More
July 27, 2020Charlotte Malcolm
Wealth Administrator required for maternity coverWe are recruiting for a Wealth Administrator to provide maternity cover starting from July 2020 and continuing until September ... Read More
June 11, 2020Charlotte Malcolm