Trusted Financial Advice

About
- About TFA
  Who we are and how we provide sound financial advice to families and businesses
  - Corporate Responsibility
    Find out about TFA’s charity support, fundraising events and community sponsorship
  - Partners and Resources
    Meet our recommended affiliates and find links to useful information sources online
- Covid-19
  Important Information on Covid-19 from TFA Managing Director, Chris Glazier
- TFA Secure Client Portal – PFP
  Find out more about our Secure Client Portal
- Our People
  Meet the managers, finance specialists and advisers who comprise the TFA team
- Join Us
  View the latest career opportunities for financial and mortgage specialists with TFA
Protection
- Life Insurance
  Find out how much you need and get a quote
- Income Protection
  What is it and whether you need it
- Critical Illness
  Find out what it is and whether it is right for you
- Private Medical Insurance
  Find out if you need private medical insurance
- Risk Reality Calculator
  Find out what life may have in store for you
- Life Insurance Calculator
  Our calculator is your first step to getting a life insurance quote
Mortgages
- Our Mortgage Advice
  Independent expert guidance to find the best available mortgage product to suit your needs
- First Time Buyers
  Friendly advice on choosing the right mortgage and securing the finances for your first home
- Remortgaging
  Helping get you the best deal on the market when by switching to a new mortgage product
- Moving Home
  Review your current mortgage arrangements and get the best deal for your new circumstances
- Buy to Let & Specialist Mortgages
  Mortgages for rental properties and other non-standard mortgage products
- Equity Release & Lifetime Mortgages
  Are you property rich but want or need more than you have saved?
Wealth
- Our Wealth Advice Process
  Expert guidance on investments and money management across your whole financial life
- Investment Advice
  Guiding you in developing a financial planning strategy to protect and enhance your wealth assets
  - Children’s Investments
- Sustainable & Ethical (ESG) Investing
- Pensions & Retirement Planning
  Helping you to navigate your private pension and investment options for security in later life
- Estate Planning
  Be in control of how your estate or business assets are protected now and distributed in the future
- Equity Release & Lifetime Mortgages
  Are you property rich but want or need more than you have saved?
Business
- Our Business Advice
  Astute financial planning to protect your business and lay the foundations for a successful enterprise
- Workplace Pensions & Auto-Enrolment
  Advice on employers' responsibility for auto-enrolling staff into pension schemes
- Directors Pensions
  Expert guidance on setting up tax-efficient directors’ pension schemes
- Partnership, Shareholder & Key Person Protection
  Prepare your partnership or private company for all eventualities with appropriate life insurance
- Employee Benefits
  Navigate your options for employee insurance policies, pensions and salary sacrifice packages
News & Insights
- Latest News
- Insights & Guides
  Search through our collection of guides for valuable articles on a wide range of financial topics
Contact

News & Insights

Put your 2020/21 ISA allowance of £20,000 into an ISA by 5 April and don't pay tax on the money your ISA makesEach tax ... Read More

TFA Wins NatWest Local Hero Mortgage Award

February 4, 2021 / Corporate Responsibility, Mortgage, News, Protection, Wealth

One size does not fit all

February 3, 2021 / Family, News, Protection, Wealth

Achieving your financial goals through investing, and one size does not fit allWealth needs managing – now more than ever, and while we hope ... Read More

Samantha Evans – Independent Mortgage Adviser – Poundbury – Dorset

TFA Welcomes new Independent Mortgage Adviser in Dorset

February 2, 2021 / Family, Mortgage, News, Protection

TFA is a regional, independent and trusted firm of independent financial advisers and mortgage brokers established in 1997. With our experience in the mortgage and protection ... Read More

Ben Lavell – Independent Mortgage Adviser

TFA Welcomes new Independent Mortgage Adviser in Cornwall

January 8, 2021 / Mortgage, News

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

Josh Marshall Independent Financial Adviser

TFA Welcomes new IFA in Hampshire

December 14, 2020 / News, Wealth

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

Unlocking property wealth through Equity Release

November 25, 2020 / Mortgage, News, Wealth

Equity Release and Lifetime Mortgages Are you ‘property rich’ but want or need more than you have saved? An increasing number of people aged over 65 are using ... Read More