Today's world is full of choice and opportunity, but the need to plan has never been greater. Increasing wealth, changing legislation, greater expectations and the need for self-provision to meet these challenges means the demand for professional advice has never been more critical.
As an established financial planning and wealth management company, TFP Financial Planning Ltd provides personalised financial planning and strategic investment advice to clients throughout East Anglia and London.
Whether you are approaching retirement, gaining an inheritance, getting a divorce or planning for a life-changing event, TFP Financial Planning Ltd will deliver a high-quality, personal service that reflects your needs, striving to communicate with our clients in a way that can be easily understood.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information please contact us.
At TFP Financial Planning Ltd, we are immensely proud of our Chartered Status. This is the profession’s gold standard of excellence and integrity and is currently achieved by only a select number of firms who have met rigorous qualification criteria. Royal Charters are granted by the sovereign on the advice of the Privy Council and have a history dating back to the 13th century.
Chartered Status brings with it serious obligations and means that we are required to ensure that the advice, service and ongoing support we provide to our clients is of the highest quality and based solely on our clients’ unique needs and circumstances.
A Chartered Status is a commitment to an overall standard of customer excellence and professionalism, which is only awarded to the UK's premier financial planning firms.
I was very lucky in finding Casey Mills at TFP, he set out my current arrangements with updated valuations and invaluable policy specific information that only a professional would know to uncover. All this information was set against the background of the new pensions flexibility and the various tax pitfalls.
Mr A Betts, Wickham Bishops
Early retirement or career downscaling had increasingly occupied our thoughts but we were uncertain if our pension arrangements and investments would sustain our lifestyle. With life changing decisions to make we consulted Casey Mills looking for answers and guidance. He analysed our finances in a highly professional and diligent manner and then spent plenty of time with us presenting the results of the various scenarios he'd modelled at our request.
Mr P Claydon, Project Manager, Essex
Advice received in relation to financial planning, pensions and investment management, including risk management and assessment of overall financial expectations. Known and dealt with TFP Financial Planning since returning to UK after overseas posting in 1993 and the experience has been exemplary. Professional, unbiased and supportive.
Garry Taylor - Director International Sales, Colchester
I have known Ian Jones personally for several years, Ian has been looking after my investments now for approximately 12 months and in that period my investments have in my opinion outperformed the market and my own expectations. Ian has always offered excellent and comprehensive advice in a professional and ethical manner backed up with comprehensive documentation and paperwork.
Andrew, Group Managing Director - Lennox House Group of Companies, Sussex
Casey Mills very quickly grasped the concept of our requirement and put forward positive potential scenarios which developed the concepts into working models. These clearly demonstrated how we could achieve our goals. Working through and clearly explaining the pros and cons of the various options gave us absolute confidence in choosing the option that best suited our requirements.
Mark Adlington, Director, Braintree
In all my dealings with Mr Jones I have found him to be honest, straight forward and above all able to explain his recommendations in terms that are easily understandable, unlike my previous advisors. Also he attends to business in a prompt and effcient manner. I would have no hesitation in recommending his services and those of TFP Financial Planning.
Mr R C Grain, Business Owner, Peterborough