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:
Our 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
Our Advisers
We have Chartered Financial Planners and Independent Financial Advisers located throughout the South and South West of England. To find an adviser in your area please use our interactive map. Simply click the pale blue marker in your selected county and select More info & find advisers.
Our Financial Planning Process
All our Chartered Financial Planners and Independent Financial Advisers follow a carefully designed financial planning process so that you know exactly what is happening at each stage:
Our Service Contracts
Wealth Management Service
This is a bespoke service for clients who have complex financial situations that require more in depth support up and above those covered under our financial planning service.
The cost of this service will be tailored and agreed on a case-by-case basis.
Financial Planning Service
For the majority of our clients who wish to benefit from ongoing advice to achieve their financial goals.
Costs for the ongoing financial planning service are 1% of assets managed by TFA.
Specific Advice Service
For clients who require focused advice or products to deal with particular issues or needs in isolation and do not need ongoing advice.
There is no ongoing fee payable for this service. Future requests for reviews or additional advice will be agreed and charged as and when required.
Find out more about our Services & Costs.
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.
