TFA Trusted Financial Advice
Plymouth
Plymouth
TFA are leading independent financial advisers operating throughout the South and South West of England. We also offer remote advice via video and telephone. Established in 1997 we have a long history of providing sound advice to individuals, families and businesses.
Show more
Be the first to leave a review for TFA Trusted Financial Advice.
What do you love most about your job?
Advisers and colleagues at TFA love the ability to help clients realise their financial objectives. Whether that be sourcing the correct mortgage and protection (insurance) product to meet their specific needs or focussing on financial planning to help people achieve their financial objectives e.g. retiring, travelling, passing wealth onto the next generations etc.
What inspired you to start your own business?
TFA was started in 1997 to be different from the corporate financial planning companies. We take an holistic approach ensuring that our clients remain at the centre of all we do.
Why should our clients choose you?
TFA is an established and trusted firm of Independent Financial and Mortgage advisers. This means that we have the whole of the market available to us to find the best product for our clients needs. We are not tied to a specific product provider or panel of providers. We have advisers throughout the south and south west of England and we invest heavily in technology to enable our advisers to provide you with the best advice and products for your needs.
Can you provide your services online or remotely? If so, please add details.
Yes. Both financial and mortgage advice is available online via video or telephone and many of our clients work with us in this way. We also provide clients with a secure portal where they can exchange messages and documents securely with their adviser. This also provides access to all their financial information and fund valuations etc 24/7.
What changes have you made to keep your customers safe from Covid-19?
You can read how we are continuing to operate safely during COVID-19 on our website https://tfagroup.co.uk/covid-19-information/
Financial Planning
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:
Protection Insurance
There are many different types of Life Insurance and protection available, some of which protect your dependents, others protect a mortgage in the event of a premature death.
By working with an independent financial adviser from TFA you will benefit from their expertise and independence in the recommendations they make to you meaning the product you select will match your requirements.
Financial Advice for businesses
Financial planning is essential for business success. Our independent business financial advisers can assist with ensuring that you have considered and planned appropriately.
It is second nature to ensure that your property or car are insured. Yet many businesses overlook those areas that could have a large negative financial impact on them. Business financial planning is essential to protect and nurture your enterprise.
From setting up the right insurance policies to managing employee benefits and directors’ pensions, there’s a lot to get right. TFA’s business financial advisers are experts in guiding you and your business in making the right decisions.
