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 263 verified reviews.
Mr House
Very good and helpful
A Trusted Customer
Helped me clarify things and make informed decisions.
Mrs O'Connell
Ross was extremely helpful and informative during the whole mortgage process. Nothing was too much trouble. We would definitely recommend TFA's services.
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
Wealth Administrator OpportunityJoin our fab team in Cornwall!
Are you an experienced wealth administrator? Are you ...
Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you ...
Continuous Professional Development for our AdministratorsToday we hosted a day of continuous professional development for all ...
WHY IS HAVING A WILL SO IMPORTANT?
Turn to page 10 in our latest Guide to Estate and Trust Planning to find out why. bit.ly/2mrHIg5
W I L L S - W E E K
S O U T H - H A MS - 23rd to 27th SEPTEMBER
If you don't have a Will or your existing one needs updating and you live in the #SouthHams then contact #BartonsSolicitors who will be waiving their fee* for donations to #CitizensAdviceBureauSouthHams.
* This offer is open to clients wishing to make a simple Will. To find out more or book an appointment please email charitywills@bartons.co.uk or call 01548 854927
Want to join our fab team? We’re hiring! Are you an experienced wealth administrator? Are you based in Cornwall? Are you great at what you do? Are you thinking about making a job change? Then we’d like to hear from you. Apply here ... tfagroup.co.uk/about/join-us/
#TFA #TrustedFinancialAdvice #independentfinancialadviser #independentfinancialplanner #recruitment #administration #IFA #Cornwall #cornwalljobs