TFA Trusted Financial Advice

Independent Financial Adviser  TFA Trusted Financial Advice, Plymouth, PL7 5JX
First meeting at adviser's own cost
Our professionally qualified advisers offer independent and un-biased financial and mortgage advice throughout the south and south west of England, ensuring that you receive the right product for your circumstances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
About us

TFA Trusted Financial Advice is a trading style of Tom French & Associates which was established in 1997 & is authorised & regulated by the Financial Conduct Authority and is entered on the Financial Services Register 185513. We have a long history of providing sound financial and mortgage advice to individuals, families & businesses.

Our independence enables us to compare thousands of financial products to find the right product for you, we will then manage your application from start to finish.

We are proud of our client centric approach and we regularly ask our clients for feedback, all of which can be read on our website.

Our services

We take an holistic approach, fully assessing your circumstances to ensure that what is being proposed best meets your requirements.

We regularly advise on the following :

*️⃣ Savings and investments advice, whether orientated towards income, capital growth, or both.
*️⃣ Pension planning. Including guidance on accumulating pension savings cost-effectively. Plus, managing the withdrawal of funds in retirement in the most tax-efficient way.
*️⃣ Corporate risk management. Helping you plan to ensure the continuity of businesses in the event of the loss of key personnel.
*️⃣ Financial protection including life assurance, critical illness cover and income protection
*️⃣ Estate Planning including inheritance tax mitigation
*️⃣ Mortgage Advice including Equity Release

We understand finding the right adviser for your needs is crucial to achieving your financial goals. We have a wide range of advisers some of whom you can see above, all can be viewed on our website.

Where to find us
Head office address: TFA Trusted Financial Advice, Prudence House, Langage Business Park, Carclaze, Plymouth, PL7 5JX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022

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