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
4.9/5
Independent Service Rating based on 308 verified reviews.
A Trusted Customer
Service is 10/10! So much detail given and everyone willing to help no mater how silly I thought the question was! Always able to talk to someone and gain advice! Have recommended to all family and friends as they are truest amazing!!
Mrs Deacon
Mark is always very pleasant and easy to deal with - he replies to all my calls and emails
Mrs Potts
Excellent service to get help choosing a mortgage. We would 100 percent recommend using. Ross was very professional and the process was very quick and easy. Ross was in constant communication with us so we knew what was happening the whole time. Thank you very much for helping us get our lovely new house.
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
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Wishing you a Happy New Year from all at TFA #trustedfinancialadvice
We look forward to helping you achieve your financial goals in 2020.
Wishing all our clients, employees and advisers a Merry Christmas!
Our admin team will be available over the festive period as follows. Outside of these hours if you have an urgent query please contact your adviser directly.
23rd December 9am to 2pm
24th - 26th December CLOSED
27th December - morning only
30-31st December - morning only
1st January - CLOSED
Christmas celebrations in Dorset. Wonderful place with fantastic food. Thank you Sarah Louise Appleby for organising!