Financial & Mortgage Advice Plymouth

TFA offers top-rated independent financial advice in Plymouth and beyond, backed by an outstanding reputation. With over 2000 verified five-star reviews on Feefo, we are proud to have received the Platinum Trusted Service Award for four consecutive years. This recognition highlights our commitment to delivering consistent excellence in financial advice and client satisfaction.

Working with a Plymouth-based financial adviser brings a number of advantages:

• Personalised Service: We provide tailored advice that reflects your individual circumstances.
• Local Expertise: With offices in Plymouth, Cornwall, and Hampshire, and advisers based across the South West, we bring valuable local market knowledge to your financial planning.
• Face-to-Face Support: When needed, you can meet our approachable team in person for collaborative and effective financial advice.

With a team of highly qualified, FCA-authorised independent financial advisers, TFA has the knowledge and expertise to guide you through complex financial decisions. Whether it’s securing a better mortgage deal, planning for retirement, or protecting your family’s future, we’re here with honest advice and support every step of the way.

As independent financial advisers, we work for you, not any financial product providers. This means we offer unbiased, impartial advice with access to thousands of products across the entire market. Here’s how TFA can help with your financial needs:
1. Wealth Management: From pensions to inheritance tax planning, we provide holistic financial management to grow and protect your wealth.
2. Mortgage Advice: Whether you’re buying your first home, moving up the ladder, or remortgaging, our specialists will find the right mortgage for your needs .
3. Protection Solutions: We help secure your future and that of your loved ones through customised life insurance, critical illness cover, and income protection .
4. Savings and Investments: Make the most of your money with tailored investment strategies.
By choosing TFA, you gain peace of mind knowing your financial goals are supported by experienced advisers who prioritise your best interests.

Selecting a financial adviser is an important decision. Here are a few tips to ensure you make the right choice:
• Examine Credentials: Your adviser should be fully qualified and regulated by the FCA.
• Look for Independence: Independent advisers, like TFA, can search the whole market to find the best solutions for you.
• Check Reviews and Awards: Choose an adviser with positive reviews and recognition, such as the Feefo’s Platinum Trusted Service Award .
• Understand Fees: Transparency is key. Ensure your adviser explains their fees clearly to avoid hidden charges.