Business Details
29 Years
experience
Your Trusted Partner for Independent Financial Advice in Plymouth
Established in 1997, Tom French & Associates provides independent financial and mortgage advice across the South West of England. With offices in Plymouth and Truro, our client-centric approach ensures tailored, unbiased solutions by comparing thousands of financial products unavailable directly to the public. Our structured six-stage financial planning process begins with an introductory meeting at our expense, followed by discovery, research, plan presentation, implementation, and ongoing service.We offer three core services: Financial Planning for ongoing support, Wealth Management for complex situations, and Specific Advice for isolated needs. Our secure client portal enables real-time communication and financial tracking. Recognised with the Platinum Trusted Service Award from Feefo for three consecutive years, we combine local expertise with a commitment to continuous improvement driven by client feedback.
Services
Wealth Management
Mortgage Advice
Life Insurance
Income Protection
Critical Illness Insurance
Private Medical Insurance
Equity Release
Business Financial Planning
Pension Advice
Investment Guidance
Details
- Year established: 1997
Highlights and features
- We are FCA-authorised independent financial advisers.
- Our holistic approach covers all aspects of financial life.
- We provide access to exclusive mortgage and investment products.
- Our client portal offers secure, real-time financial management.
- Award-winning service with over 2,000 five-star reviews.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Award-winning service
Personalised support
Unbiased advice
Local expertise
Holistic approach
Services
Wealth Management
Our wealth management service offers a holistic approach to financial planning, addressing estate planning, pensions, and investment strategies. We develop tailored plans to maintain and grow wealth, with regular reviews to adapt to changing circumstances. Clients benefit from proactive advice and access to exclusive products.
Mortgage Advice
We provide independent mortgage advice, comparing thousands of products to find the best fit for first-time buyers, remortgagers, and buy-to-let investors. Our advisers manage applications from start to finish, offering protection insurance and exclusive deals unavailable on the high street.
Life Insurance
Our life insurance solutions ensure financial security for families, with policies tailored to individual needs. We compare providers like Legal & General and Aviva, offering transparent advice on premiums, coverage, and commission structures to safeguard your loved ones.
Income Protection
Income protection insurance provides financial support if you're unable to work due to illness or injury. We help clients select policies that cover essential expenses, ensuring long-term security with options from leading insurers and friendly societies.
Critical Illness Insurance
Critical illness insurance offers a lump sum payment upon diagnosis of specified conditions. We guide clients through policy options, explaining coverage differences and underwriting processes to ensure adequate protection against life-altering health events.
Questions
What services do you offer?
We provide wealth management, mortgage advice, life insurance, income protection, critical illness cover, and business financial planning tailored to individual needs.
Are your advisers independent and qualified?
Yes, all advisers are FCA-authorised Independent Financial Advisers (IFAs) offering whole-of-market advice.
How quickly will you respond to my enquiry?
We aim to respond within one working day. For urgent matters, please call us directly.
Do you serve areas outside Devon and Cornwall?
Yes, we have advisers in Somerset, Dorset, Wiltshire, Hampshire, and beyond across the South and South West of England.
What makes TFA different from other firms?
Our local expertise, award-winning service, and commitment to impartial, client-focused advice set us apart, alongside access to exclusive products.
