At TFF, we understand that ensuring the long-term security for you and your loved ones goes hand in hand with running your own business. That’s why we insist on going one step further in providing the type of  personal wealth management and financial planning services that will enhance, distribute and preserve lifetime wealth for individuals and across family generations.
How can we achieve this?
TFF works collaboratively with its partners of legal advisers, providers of  investments & banking; company and trust services, in order to provide you  with  integrated and seem-less advice & recommendation. We’ll make sure that we cover everything from your own Personal Income tax planning, to managing and advising on any potential Inheritance or Capital Gains Tax; from Personal Pensions to Commercial Mortgages.
Armed with this key information, our partners can then provide advice & recommendation across of a range of services including Investment advice and portfolio management – SAs, SIPP, managed funds, banking and cash management; Generation planning – investments for children and grandchildren; International advice covering expatriates and offshore structures; trusts and estates. Whatever your needs, we’ve got all the posts covered.
Personal financial planning:
When it comes to personal financial planning, TFF will build a precise personal profile of each client in order to deliver a bespoke financial plan that can extend to multi-generations and the distribution of assets on death.
We take a detailed and highly consultative approach to deliver:
- Personal financial profile – a clear picture of current tax, income, investments, liabilities, personal risk profile, family and business interests.
- Personal financial appraisal to identify the areas that need adjusting and provide recommendations on which financial arrangements need to change to facilitate short and long term personal objectives.
- Create of a bespoke financial plan that provides the structure and cost of long term wealth management.
- Regular reviews of the financial plan to maintain and update financial goals.
