Wealth Management

We understand that wealth management is more than just investment advice but encompasses all of your financial life.

Why work with us?  

Wealth management is so much more than just investment advice. It covers all parts of your financial life.

At TFA we take a holistic approach. Our wealth advisers work with you to co-ordinate all the services and providers you may need to manage your money effectively. This allows you to plan for both yours and your family’s needs, both today and in the future.

Through our financial planning process, our advisers will develop a plan for you with the objective of maintaining and increasing your wealth. This is based on your financial circumstances, goals and attitude to risk.

Once the plan is developed and agreed our advisers will meet regularly with you to review and rebalance your portfolio depending upon its performance, taking the opportunity to update or amend goals should your circumstances or risk profile change.

We offer both a full wealth management service and a slimmed down version dependent upon your requirements:

Wealth Management Service

For clients who might require a close working relationship in order to achieve their stated aims. This includes but is not limited to:

  • Our initial meeting, the identification and agreement of your aims, the subsequent research, presentation and implementation of your Financial Plan.
  • Six monthly reviews of your investment portfolio to ensure they achieve your objectives and are in line with your latest risk profile.
  • Working with other professional advisers as required on your behalf.
  • Priority access to TFA advisers throughout the year.

Financial Planning Service

For clients who might require a close working relationship in order to achieve their stated aims. This includes but is not limited to:

  • Our initial meeting, the identification and agreement of your aims, the subsequent research, presentation and implementation of your Financial Plan.
  • Annual reviews of your investment portfolio to ensure they achieve your objectives and are in line with your latest risk profile.
  • Access to TFA advisers throughout the year.

Specific Advice Service

For clients who require focused advice or products to deal with particular issues or needs in isolation and who do not need ongoing advice:

  • Examples might be Mortgage Advice, Life Assurance, Income Protection, Small investments or children’s savings plans.
  • We will hold and maintain your file contacting you as may be appropriate. Additional work will be charged as required and agreed.

What we can offer

Estate planning and protection

Be in control of how your estate or business assets are protected now and distributed in the future
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Investment advice

Guiding you in developing a financial planning strategy to protect and enhance your wealth assets
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Pensions and retirement planning

Helping you to navigate your private pension and investment options for security in later life
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Business advice

Get expert guidance with business financial planning to optimise your management of wealth
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Can’t find what you’re looking for?

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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