Trusted Financial Advice

About
- About TFA
  Who we are and how we provide sound financial advice to families and businesses
- Our People
  Meet the managers, finance specialists and advisers who comprise the TFA team
- Corporate Responsibility
  Find out about TFA’s charity support, fundraising events and community sponsorship
- Partners and Resources
  Meet our recommended affiliates and find links to useful information sources online
- Join our Team
  View the latest career opportunities for financial and mortgage specialists with TFA
Mortgages
- Our Mortgage Advice
  Independent expert guidance to find the best available mortgage product to suit your needs
- First Time Buyers
  Friendly advice on choosing the right mortgage and securing the finances for your first home
- Remortgaging
  Helping get you the best deal on the market when by switching to a new mortgage product
- Moving Home
  Review your current mortgage arrangements and get the best deal for your new circumstances
- Buy to Let & Specialist Mortgages
  Mortgages for rental properties and other non-standard mortgage products
- Life Insurance & Protection
  Advice on getting the right policy to cover your mortgage and protect your family
Family
- Our Family Advice
  Expert financial guidance to help you protect your family and invest well for a bright future
- Life Insurance & Protection
  Get valuable advice on choosing the best life insurance or mortgage protection policy for your family
- Children’s Investments
  Advice on choosing the best tax-efficient investments to provide a boost for your children’s future
- School Fee Plans
  We can guide you in choosing the right investment to save in advance for school or university fees
- Estate Planning & Protection
  Protect your assets in life and plan well to ensure your family benefits fully through inheritance
Wealth
- Our Wealth Advice
  Expert guidance on investments and money management across your whole financial life
- Estate Planning & 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 & 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
Business
- Our Business Advice
  Astute financial planning to protect your business and lay the foundations for a successful enterprise
- Workplace Pensions & Auto-Enrolment
  Advice on employers' responsibility for auto-enrolling staff into pension schemes
- Directors Pensions
  Expert guidance on setting up tax-efficient directors’ pension schemes
- Partnership, Shareholder & Key Person Protection
  Prepare your partnership or private company for all eventualities with appropriate life insurance
- Employee Benefits
  Navigate your options for employee insurance policies, pensions and salary sacrifice packages
News & Insights
- Latest News
- Insights & Guides
  Search through our collection of guides for valuable articles on a wide range of financial topics
Contact

Client Fee Agreement

Example TFA Client Fee Agreements can be downloaded below:

Mortgages & Protection Client Fee Agreement Investment & Protection Client Fee Agreement