Tom French & Associates

read moreIt's not easy to think about how you would secure your family's future if you were no longer around or able to provide, but having an effective protection planning strategy in place prepares for every possibility. We successfully arrange 100's of mortgages every year for our clients, including equity release. Whether you need specific advice for a one-off financial product choice, regular financial planning, or a close working relationship to manage your wealth, our experts are here to help. From mortgages and insurance to savings and investments, your money matters are in safe hands with TFA.

read moreOur team of professionally qualified advisers offer independent and un-biased financial and mortgage advice, ensuring our clients receive the right product for their circumstances. Our independence enables us to compare thousands of financial products, many of which are not always made available directly to the public via high street lenders or the internet. The first step is to hold an introductory meeting to fully explain how our services work, identify your primary financial needs and objectives, answer any questions you may have and agree the work to be completed, our charges and our payment terms.

read moreBen's previous roles ensure that he has a sound technical knowledge of the housing market making him ideally placed to provide unbiased, independent mortgage advice. His friendly and supportive approach combined with our ability, through our independence, to compare thousands of mortgages from the whole of the market to find the right one for your needs. Once Ben has sourced the right mortgage for your specific circumstances and once this has been agreed our administration team will manage your application from start to finish to save you the time and trouble.

read moreI'm very excited to be joining such a well-regarded financial advice firm where I can pursue my desire to offer clients truly unrestricted and independent advice. The level of support I've received has certainly lived up to expectations and I'm particularly impressed with the range and type of technology available. TFA's investment in these tools will help me to ensure that our clients get the best advice and service possible. Glen and Andrea in the Hampshire office have been very welcoming and I'm very much looking forward to meeting the wider TFA team once we're out of lockdown!

read moreEquity release allows UK homeowners over the age of 55 to unlock part of the financial value in their home for various reasons, usually to help manage finances in later life. This can provide money to spend while the homeowners are still fit and healthy, or to help fund a particular purchase like a holiday home, or to give a living inheritance for loved ones. Equity release allows homeowners aged over 55 year to release equity locked up in their home and turn this into tax-free cash without the need to sell or downsize their home.

read moreIt is second nature to ensure that your property or car are insured. Yet many businesses overlook those areas that could have a large negative financial impact on them. Business financial planning is essential to protect and nurture your enterprise. From setting up the right insurance policies to managing employee benefits and directors' pensions, there's a lot to get right. TFA's business fiancial advisers are experts in guiding you and your business in making the right decisions. As a client of TFA you can sign up for your own PFP via this link.

read moreAt 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 independent wealth 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 independent financial 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.

read moreSo whether you need advice with estate planning, investments, pensions or protection for both you and your family members, we can help. Our independent advisers will work with you to suggest unbiased recommendations you can trust. They will work with you to understand what is important to you and your family. That means starting with a clear picture of your financial needs and objectives. They will explain how our service works and ensure you are happy with the plan before moving forward with you.