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?
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.
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.
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.
TFA - Trusted Financial Advice shared Sarah Louise Appleby's post.
19 hours ago
Best of luck to Sarah Louise Appleby in our our Mortgage Team for taking on this Challenge for Cancer Research UK. ... See MoreSee Less
TFA - Trusted Financial Advice
1 week ago
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 ... See MoreSee Less
TFA - Trusted Financial Advice
1 week ago
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! ... See MoreSee Less
Getting and keeping your finances under control can help with mental health and awareness, supporting @BTC_Coll on… https://t.co/NCBzkAzCKL
Supporting staff ‘mental health and well-being day’ at Bridgewater and Taunton college, #financialhealth… https://t.co/kNqmAvCdOh
Really pleased to have been shortlisted in @NatWest Local Hero Mortgage Awards for the South West, recognising the… https://t.co/qpsdAKCu7T
Secret Santa has arrived in the Plymouth office!
Christmas lunch for our Somerset and Dorset advisers and employee… https://t.co/7VTZMwztx1
Thinking about a new job for 2019? We’re recruiting for an #IFAadministrator #WealthAdministrator . Opportunity to… https://t.co/5ClQtpy3Kd
The effect of #Brexit on #financialservices according to the @TheFCA https://t.co/naQvKOGkTd
Private school fees continue to rise much faster than inflation or average earnings, making it more important than… https://t.co/575Xedb3xo
Always lovely to be appreciated. Some lovely gifts from clients for one of our Mortgage Administrators … well don… https://t.co/pUBy7H4TqA
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
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!
“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!”