Service we provide to advisers

The focus for TFA is providing truly exemplary service and advice to clients and in turn we provide the best level of service and support to you, the adviser.

Our support spans from your initial tailored induction process through to ongoing day to day support and mentoring from your supervisor throughout your time with TFA. We provide regular ongoing training and structured CPD opportunities throughout the year to assist you in meeting your CPD requirements.

We have our own in-house compliance officer who provides full compliance oversight with additional support from the third party compliance company Threesixty. Threesixty provide technical enquiry service which you have access to. Additionally for mortgage advisers we are a member of Paradigm who provide a wealth of information and assist in sourcing queries.

We understand that your core focus is giving financial advice and not in being experts in IT, Marketing & Development. We provide you access to those who have that knowledge and this combined with our investment in the industry leading systems and resources helps you run your business smoothly, allowing you to focus on what you do best… advising clients.