TFA Trusted Financial Advice
Financial Services
Park, United Kingdom
31 employees
- Employees
- 31
- Contacts
- 3
- Emails
- 3
TFA Trusted Financial Advice Overview
- Headquarters
- Park, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- tomfrench.co.uk
- Industry
- Financial Services
- Employees
- 31
- Founded
- 1997
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About TFA Trusted Financial Advice
We're TFA Trusted Financial Advice, an award winning independent, whole of market financial advice firm specialising in advice for individuals, families and businesses on all matters relating to pensions, investments, protection insurance and mortgages. WE OFFER TRUSTED ADVICE ON ... 🤝 All types of Mortgages 🤝 Equity Release & later life lending 🤝 Pensions and retirement planning 🤝 Investment planning 🤝 ESG, Ethical and Impact Investing 🤝 Protection insurance such as Life Insurance, Income Protection & Critical Illness We know that planning for our future can be daunting and that taking financial advice can change our clients' lives. So, you can rely on us to use our financial knowledge and expertise to deliver good outcomes for our clients. HOW DO WE WORK WITH OUR CLIENTS? We provide our advice through three service offerings. We’ll agree with you the service offering which best meets your needs, but don’t worry, it’s very easy to flex up or down if your circumstances change. 🤝 Our Wealth Management Service for clients who require a close working relationship to meet their objectives 🤝 Our Financial Planning Service for most of our clients who would like to receive regular advice and planning support to reach their objectives 🤝 Our Specific Advice Service is suited to clients requiring focused advice or products to deal with particular issues in isolation and who do not need ongoing advice We offer these via: 🤝 Face to face in person at a location of your choice 🤝 Face to face via video 🤝 Remotely via telephone But WHY do our clients REALLY work with us? 👀 There's one reason that stands out above all others: our clients are at the heart of what we do We have a long history of providing client focused, trusted independent financial and mortgage advice to both individuals, families and businesses. This ensures our clients receive the right product for their circumstances, let's hear what our clients have to say.
TFA Trusted Financial Advice Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
TFA Trusted Financial Advice Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Graham Westhall | Independent Chartered Financial Planner | Greater Plymouth Area, United Kingdom |
Email
|
| Andy Moir | Retired Independent Financial Adviser | Greater Plymouth Area, United Kingdom |
View
|
| Ron Connor | Ifa at Tom French & Associates Ltd | Greater Plymouth Area, United Kingdom |
Email
|
| Ben Nurse Llb (Hons) Dippfs | Independent Financial Adviser Offering | St Austell, England, United Kingdom |
Email
|
Employees by Management Level
Individual contributor
12 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 0 |
| Executive | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
Compare Similar Companies to TFA Trusted Financial Advice
Just Mortgages SE Group
Financial Services
OSL Financial Services Ltd
Financial Services
The Mortgage Quarter
Financial Services
Roberts McBain Mortgage & Finance Ltd
Financial Services
William Highbourne Wealth Management Ltd
Financial Services
Smiths Financial
Financial Services
Mortgage Yard
Financial Services
Rogers Wealth Management Ltd.
Financial Services
The Mortgage Advice Bureau - Vale of Glamorgan
Financial Services
The Mortgage Mark
Financial Services