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TFA Trusted Financial Advice profile image
T

TFA Trusted Financial Advice

TFA are leading independent financial advisers operating throughout the South and South West of England. We also offer remote advice via video and telephone. Established in 1997 we have a long history of providing sound advice to individuals, families and businesses. You can read what our clients say about us on the independent review platform Feefo https://tfagroup.co.uk/client-feedback/ In addition to working directly with thousands of personal and business clients, we also work closely with solicitors, accountants and estate agents to provide linked solutions that ensure our clients interests are met. Our team of professionally qualified advisers offer independent and un-biased advice, ensuring that our client’s receive the right product for their circumstances. Our independence enables us to compare thousands of products to find the right one for you, and we will then manage your application from start to finish. Our advisers also have access to products which are not always made available directly to the public, via high street lenders or the internet. We take a holistic approach, fully assessing your circumstances to ensure that what is being proposed best meets your requirements. We commit to providing you with written information on any suitable products we have recommended to you, or those you have asked us for. Charges will always be notified up-front, and should these change these will again be notified to you in writing.

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Hear from
a professional

What do you love most about your job?

Advisers and colleagues at TFA love the ability to help clients realise their financial objectives. Whether that be sourcing the correct mortgage and protection (insurance) product to meet their specific needs or focussing on financial planning to help people achieve their financial objectives e.g. retiring, travelling, passing wealth onto the next generations etc.

What inspired you to start your own business?

TFA was started in 1997 to be different from the corporate financial planning companies. We take an holistic approach ensuring that our clients remain at the centre of all we do.

Why should our clients choose you?

TFA is an established and trusted firm of Independent Financial and Mortgage advisers. This means that we have the whole of the market available to us to find the best product for our clients needs. We are not tied to a specific product provider or panel of providers. We have advisers throughout the south and south west of England and we invest heavily in technology to enable our advisers to provide you with the best advice and products for your needs.

Can you provide your services online or remotely? If so, please add details.

Yes. Both financial and mortgage advice is available online via video or telephone and many of our clients work with us in this way. We also provide clients with a secure portal where they can exchange messages and documents securely with their adviser. This also provides access to all their financial information and fund valuations etc 24/7.

What changes have you made to keep your customers safe from Covid-19?

You can read how we are continuing to operate safely during COVID-19 on our website https://tfagroup.co.uk/covid-19-information/

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Reviews

5.00/5.00

based on 150 reviews

The average rating for Bark Financial Advisors in Plymouth is 5.00, based on 150 reviews.

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