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 independent wealth 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 independent financial 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:
What our clients say
Areas of expertise:
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
TFA follow a carefully designed financial planning process so that you know exactly what is happening at each stage:
At TFA we offer three levels of Service Contracts:
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:
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. You may also watch our short video to find out more.
News & Insights
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Independent Financial Adviser Andy Burton ...
Our latest Smart Money Magazine looks at how the coronavirus crisis has not only drastically changed all aspects of life as we know it, but it has also brought a sharper focus on money, particularly on how prepared we are to weather unexpected financial events. We hope you find this issue useful, and if you require any further help or guidance, please do not hesitate to contact us.https://tfagroup.co.uk/sharper-focus-on-money/
Sharper focus on money - TFA Trusted Financial Advice
tfagroup.co.uk
The coronavirus crisis has drastically changed all aspects of life as we know it, but it has also brought a sharper focus on money, particularly on how prepared we are to weather unexpected financial events.TFA – Trusted Financial Advice is looking for an enthusiastic Wealth Management Administrator to join our highly successful Financial Services team based in Plymouth. The successful candidate could be an established wealth administrator or a graduate who is wishing to begin their career in financial services. There is the opportunity for supported study for the CII Financial Adviser qualifications whilst working in this role.
The successful candidate will be able to demonstrate previous Sales Support experience within an IFA, tied agent or life assurance environment, you will be joining part of a growing and dynamic company.
You will be part of a small sales support and financial planning admin team that provides administration and sales support to our Independent Financial Advisers:
Diary and appointment management
Processing “new business”, ensuring checks have been completed in readiness for submission
Monitoring new business pipeline through to completion
Handling general “after-sales” enquiries, including general support to IFA’s, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
General Administration such as preparing letters to clients.
This is a great opportunity to join a small highly specialist team within an organisation that can offer a modern and contemporary working environment.
You will have:
Extremely good organisational skills with excellent communication.
Previous Financial Services Administration Experience is preferred (Good working knowledge of Intelligent Office would be advantageous)
Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education (minimum of 3 A Levels or equivalent) grades A-C
A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines
Ability to deal with clients on the phone and in person
A friendly and confident manner with a pride in your personal appearance
An understanding of the importance of confidentiality including the Data Protection Act
A flexible team player who thrives in a fast-paced working environment
Ability to multi-task, possessing excellent attention to detail and used to working to tight deadlines.
Company Benefits:
Competitive salary with annual review
20 days holiday plus bank holidays
37.5 hours per week
Life Assurance (3 x Salary)
Personal Pension – Employer 5%, Employee min 3%
Please apply with a copy of your CV and a covering letter explaining why you feel you are suited to this role.