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 306 verified reviews.
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.
A Trusted Customer
Professional and efficient. Friendly service and provided various options for us to consider.
A Trusted Customer
I found the advice given very thorough and I would recommend TFA
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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We're really pleased to support our colleague Jade Lindley-Buckley who will be taking part in the National 3 Peaks Challenge for Mind. Good luck with your fundraising!
Jade heads up our Wealth Administration team and is based in our Plymouth office. If you can spare a few pennies just follow the link to her giving page. Many thanks
Meet our latest Independent Mortgage Adviser, Ness Fricker. Ness covers Somerset and Dorset. You can find out more about Ness on our website tfagroup.co.uk/our-people/vanessa-fricker/
Ness Fricker - Independent Mortgage Adviser
After being at the bank for just over 9 years I decided to go from employed to self employed. I am a fully qualified mortgage and insurance adviser with years of financial services experience. I am able to search the whole market for you to find you the best possible mortgage or insurance that suits you and your families needs. Please like and share far and wide and if I can help you, please get in touch! Thanks xGood luck to the Plymouth Argyle Football Club Legends with their biggest fundraising challenge yet! TFA and Mortgage Advisers Adam Cooper (who's dad is helping organise this) and Lee Terry are really pleased to donate. If you're not able to attend the event perhaps you'd like to make a donation? Check out their page below.
justgiving.com
Weʼre raising money to Put a Guide Dog puppy through training and obtain naming rights . The puppy will be called LEGEND.. Support this JustGiving Crowdfunding Page.