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

Andy Moir

This department provides investment guidance and financial planning to clients.

Financial Advisory Services

This department provides expert guidance and personalized solutions for clients seeking mortgage options.

Mortgage Advisory Services

This department manages mortgage-related functions, including administration, consulting, and strategic direction.

Mortgage Services

This department provides personalized financial planning and advisory services to clients.

TFA Trusted Financial Advice

Org chart

Teams

Financial Advisory Services

Mortgage Advisory Services

Mortgage Services

Financial Planning

Offices

TFA Trusted Financial Advice

Org chart

Teams

Financial Advisory Services

Mortgage Advisory Services

Mortgage Services

Financial Planning

Offices

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