Family Matters
We understand that your family is one of the most important things to you. We can help you get the most from your money for a brighter future.
Why work with us?
Trusted Financial Advice
At TFA, we understand how much your family means to you. Our goal is to help you get the most from your money, creating a brighter future for you and your loved-ones. However big or small your family, giving consideration to your money matters is essential. And our independent family financial advisors help you do to exactly that.
So whether you need advice with estate planning, investments, pensions or protection for both you and your family members, we can help. Our independent advisers will work with you to suggest unbiased recommendations you can trust.
They will work with you to understand what is important to you and your family. That means starting with a clear picture of your financial needs and objectives. They will explain how our service works and ensure you are happy with the plan before moving forward with you.
Our independent advisers will draw a detailed picture of your current situation and confirm your objectives. They then research the marketplace and come back with their recommendations.
Our advisers will always provide you with written information on any suitable products they recommend or those you have asked us for. We operate transparently and will advise you of our charges up-front, notifying you in writing should these change.
What we can offer
Life insurance and protection
Get valuable advice on choosing the best life insurance or mortgage protection policy for your family
Children’s investment
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 and protection
Protect your assets in life and plan well to ensure your family benefits fully through inheritance
Can’t find what you’re looking for?
Make the first steps with one of our family financial 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.
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Best of luck to Sarah Louise Appleby in our our Mortgage Team for taking on this Challenge for Cancer Research UK.
I’m walking 10,000 steps every day in March to raise money for cancer research - any sponsorship would be gratefully received!! Thank you lovely friends 🤗
Getting and keeping your finances under control can help with mental health and awareness, supporting Bridgwater & Taunton College on their ‘staff mental health and awareness day’ ChrisGlazier and Zoe Graham - Independent Mortgage Adviser
#CommunitySupport #finance #mentalhealth #wellness #wellbeing #TrustedFinancialAdvice
We are very pleased to have been shortlisted in the NatWest Local Hero Mortgage Awards for the South West. The award recognises the hard work and commitment of mortgage adviser firms that have gone above and beyond everyday expectations to put the customer and their local community at the heart of their firm. Good luck to all shortlisted!