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 262 verified reviews.
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.
A Trusted Customer
Graham always gives us clear explanations of any changes whether to our investment accounts, the platform, performance, fees, etc. He provides illustrations of fund performance and answers any questions we may have.
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 ...
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
This weekend was a busy one for our MD Chris Glazier and our Director of Compliance Theresa Atal. Chris was very pleased to support #LittlePeopleUK at the Prudential RideLondon cycling event with Leon Emerson Hellyer, father of Caitlin who undertook a work placement with us in 2018 (Pictured front right). Whilst Chris was cycling Theresa spent 4 days officiating at the Swim England #NationalSummerMeet in which an increasing number of little people participate.
A really positive relationship! Getting Independent Mortgage Advice at an early stage in the home buying process is really important. Great news that Strongvox Homes have expanded their client offering with their relationship with Zoe Graham - Independent Mortgage Adviser for some of their developments.I am extremely pleased to announce that a fantastic partnership has launched between myself and the producer of exquisitely elegant new build properties, Strongvox Homes. The new partnership allows me to provide independent, unbiased and quality Whole of Market Mortgage advice tailored to meet all clients needs on Strongvox’ 3 new sites launching in Congresbury (Cadbury Fields), Wedmore (Wedmore Grange) and Cribbs Causeway (Laurel Hill).
I will be publishing when I will be on the sites either visiting the Sales Offices or attending Strongvox’ fabulous events which cover a range of incentives available to potential clients looking to buy one of these high quality properties. I would be thrilled to see you there and offer you the best support possible in financing your new home.
For more information regarding my service and advice, please call me on 07960 314601, email me at zoe.graham@tomfrench.co.uk or visit the TFA - Trusted Financial Advice website at tomfrench.co.uk/our-people/zoe-graham/.
For more information regarding the beautiful homes being sold by Strongvox Homes, please visit www.strongvox.co.uk/
Your home may be repossessed if you do not keep up repayments on your mortgage.