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
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
- Life Insurance & Protection Insurance
  Advice on getting the right policy to cover your mortgage and protect your family
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
- 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?
- Life Insurance & Protection Insurance
  Helping you put an effective protection planning strategy in place
Family
- Our Family Advice
  Expert financial guidance to help you protect your family and invest well for a bright future
- Children’s Investments
  Advice on choosing the best tax-efficient investments to provide a boost for your children’s future
- School Fee Plans
  We can guide you in choosing the right investment to save in advance for school or university fees
- Estate Planning
  Protect your assets in life and plan well to ensure your family benefits fully through inheritance
- Life Insurance & Protection Insurance
  Get valuable advice on choosing the best life insurance or mortgage protection policy for your family
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

Tackling COVID-19 Providing assurance and help to our clients

March 20, 2020 / Business, Corporate Responsibility, Family, Mortgage, News, Wealth

Budget 2020

March 12, 2020 / Business, Family, Mortgage, News, Wealth

Our guide to Budget 2020 aims to provide a clear and concise commentary of the main Budget proposals, focusing on the issues pertinent to you, your ... Read More

sm-guide-to-protecting-yourself-from-scams

What Trustees need to know about protecting savers from losing their pension savings to scammers

February 10, 2020 / Business, Family, Mortgage, News, Wealth

Scams & Scammers are targeting pension pots of all sizes – help to make sure your savers know how to spot the signs Pension scams ... Read More

Avoid Pension Scams

February 5, 2020 / Business, Family, Mortgage, News, Wealth

Scammers are targeting pension pots of all sizes – make sure you know how to avoid pension scams ... Read More

TFA Trusted Financial Advice opens new office in Truro Cornwall

New Decade, New Office in Truro for TFA

January 23, 2020 / Business, Mortgage, News, Wealth

New TFA Office TruroNew TFA Office Truro! We are very pleased to announce the opening of a new TFA Trusted Financial Advice office in ... Read More

TFA 2020 New Year’s Financial Resolutions

2020 Financial Resolutions

January 2, 2020 / Family, Mortgage, News, Wealth

Financial resolutions What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at ... Read More

Saving and Investing for a child’s future

November 7, 2019 / News, Wealth

How to ensure your children or grandchildren get the best financial start in life ... Read More

Health, wealthy and well advised

July 24, 2019 / Family, News, Wealth

Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you further to plan, grow, protect and preserve your ... Read More

Independent Mortgage Advice for New Home Developer Strongvox Homes

July 22, 2019 / News

TFA are very pleased to announce that Independent Mortgage Adviser Zoe Graham is now in partnership with new home developer Strongvox Homes. ... Read More

TFA Guide to Protection Planning

June 13, 2019 / Family, News, Wealth

Prepare for every possibilityWelcome to our Guide to Protection Planning. Inside we look at the key areas that will empower you to put in ... Read More