0800 3899 708
Client Area
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
New Year’s Tax Saving Resolutions
Identity Theft – Protecting yourself
Cornwall Office Relocation
Insights & Guides
Search through our collection of guides for valuable articles on a wide range of financial topics
Contact
Client Fee Agreement
Home
Client Fee Agreement
Example TFA Client Fee Agreements can be downloaded below:
Mortgages & Protection Client Fee Agreement
Investment & Protection Client Fee Agreement
Username or Email Address
Password
Remember Me