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?  

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
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Children’s investment

Advice on choosing the best tax-efficient investments to provide a boost for your children’s future
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School fee plans

We can guide you in choosing the right investment to save in advance for school or university fees
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Estate planning and protection

Protect your assets in life and plan well to ensure your family benefits fully through inheritance
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Can’t find what you’re looking for?

Get in touch

Make the first steps with one of our family financial advisers

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Let us know how we can help you

Call Us 

Call 0800 3899 708 to book an appointment

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Get in touch about your requirements

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.

Client Area

News & Insights

Autumn Budget 2018 - financial advisers view

Financial Adviser view of Autumn Budget 2018

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AUTUMN BUDGET 2018 - THE KEY ANNOUNCEMENTS FOR INDIVIDUALS, BUSINESSES AND EMPLOYERSPhilip Hammond, the Chancellor of ...
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Don’t let Halloween haunt your finances!

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Don’t let Halloween spook your finances!With Halloween just around the corner, it’s time to get ready ...
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Investing in your child’s future

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Without planning ahead, the cost can be a huge money sink While many parents value the standard of education ...
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What our clients say

Peter “Pete” Watts has the ability to express his wealth of knowledge of the financial world into simple terms tailored to one’s own personal needs and aspirations. Pete is a family man who understands the importance of patience and listening to one’s past and current financial history then creating a personal portfolio showing a breakdown of investment scenarios. Pete has been exemplary in following up meetings and checking in from time to time with reassurance which is much appreciated. The following quote summarises Pete’s generous spirit in helping one understand the complex world of finance “At the end of the day people won’t remember what you said or did, they will remember how you made them feel.” Maya Angelou – American Poet

October 2018

Jacqui , Martock
TFA Client Satisfaction Survey Response June 2018

What did you value most about the service we provided?

The personal approach and being able to call if help was required.  Ross (Appleby) proactively kept in touch and kept us up to date throughout and went above and beyond to keep us informed.

We are continually trying to improve and would like to know if there was anything we could have done better?

No, first class service!

Jo , Dorset

“It’s an absolute pleasure to recommend Paul (Grey) to anyone who is looking for a financial adviser. My husband and I have known him for years; he has arranged two mortgages and two re-mortgages for us. He has also found the best life insurance policies for both of us when we were undecided. His knowledge and expertise are exceptional. He is always there to help in person and at the end of the line. We are looking forward to working with Paul on our next project in the near future. THANK YOU!”

 

Agi , Portscatho