Wealth Management
We understand that wealth management is more than just investment advice but encompasses all of your financial life.
Why work with us?
Trusted Financial Advice
Wealth management is so much more than just investment advice. It covers all parts of your financial life.
At TFA we take a holistic approach. Our wealth advisers work with you to co-ordinate all the services and providers you may need to manage your money effectively. This allows you to plan for both yours and your family’s needs, both today and in the future.
Through our financial planning process, our advisers will develop a plan for you with the objective of maintaining and increasing your wealth. This is based on your financial circumstances, goals and attitude to risk.
Once the plan is developed and agreed our advisers will meet regularly with you to review and rebalance your portfolio depending upon its performance, taking the opportunity to update or amend goals should your circumstances or risk profile change.
We offer both a full wealth management service and a slimmed down version dependent upon your requirements:
Wealth Management Service
For clients who might require a close working relationship in order to achieve their stated aims. This includes but is not limited to:
Financial Planning Service
For clients who might require a close working relationship in order to achieve their stated aims. This includes but is not limited to:
Specific Advice Service
For clients who require focused advice or products to deal with particular issues or needs in isolation and who do not need ongoing advice:
What we can offer
Estate planning and protection
Be in control of how your estate or business assets are protected now and distributed in the future
Investment advice
Guiding you in developing a financial planning strategy to protect and enhance your wealth assets
Pensions and retirement planning
Helping you to navigate your private pension and investment options for security in later life
Business advice
Get expert guidance with business financial planning to optimise your management of wealth
What our clients say
5/5
Independent Service Rating based on 371 verified reviews.
A Trusted Customer
Jason Dace was very helpful. Great service.
Kath S
I have been supported by Ben Old for nearly 3 years now, through a very bumpy journey of selling my old property to finally getting a new one. Ben has been amazingly patient, supportive and helpful to me and I would thoroughly recommend the company, and Ben in particular. He has made the process of discussing, agreeing and applying for a mortgage so much easier, thank you Ben!
Mr Plece
John Guthrie is very helpful and knowledgeable. He has taken away my anxieties from transferring my pension. He has kept me informed and I trust him impeccably.
Can’t find what you’re looking for?
Make the first steps with one of our wealth advisers
Secure Client Area
Log in to your Personal Finance Portal (PFP), where you can view details of your finances, communicate with your adviser and exchange documents securely at any time and on any device.
Not registered? As a client of TFA you can sign up for your own PFP via this link. Please register using the email address we hold on file for you. If you have more than one email address and are unsure which we have on file please contact your Financial Adviser or Mortgage Adviser. You can download our PFP Getting Started Guide here.
News & Insights
Remember that pension savings are for the long termThe current global stock market turbulence will no ...
TFA is a regional, independent and trusted firm of independent financial advisers and mortgage brokers and was established ...
Happy Friday Afternoon! So what's your next move?
We're looking for a Wealth Administrator to join our team to provide maternity. There is the possibility that the role may become permanent. Find out more on our website and get in touch. ow.ly/VA0p50A5TwI
#recruitment #hiring #jobopportunity #wealtadministrator #trustedfinancialadvice #ifa #Adminstration #joinus
How will you pay the bills if you were sick or injured and couldn't work? What this crisis has shown is that being unable to work can quickly turn our world upside down. No one likes to think that something bad will happen to them, but if you can’t work due to a serious illness, how would you manage financially? Could you survive on savings or sick pay from work? If not, you may need some other way to keep paying the bills – and income protection insurance is an option to consider. Our blog explains how income protection works. ow.ly/cBzd50A1ve2
COVID-19 has clearly led to stock market turbulence but remember that pension savings are for the long term. Our blog looks at the effects that COVID-19 has had on retirement planning - for those who are still saving for retirement; about to retire or are already in drawdown. ow.ly/lF5v50A1s3y