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Helping you live life with purpose, passion and a hint of rebellion...

The Retirement Planning Specialists

Your challenges we help solve...

You have saved diligently for your retirement and are thinking of stepping back from full time work in the next 3 to 5 years.

 

But you have questions...

Question

Do I have enough to retire comfortably?

question

What does my retirement look and feel like?

question

How do I turn my nest egg into an income for life?

question

How do I move from an accumulation mindset to a spending one?

Financial Planning | Retirement Coaching | Wealth Management | Retirement Income | Tax Planning

We work best with people that...

Are looking to retire within the next 3 years

Have invested assets of £1m - £3m

Value expert guidance because their retirement is too important 

What we do...

Our human focused approach to retirement planning helps you

retirement plan

Build a retirement plan

confidence

Be always confident

purpose

Find purpose

uncertainty

Reduce uncertainty

simplify

Simplify life

retire on your terms

Retire on your terms

Interested in working together?...

Get started in three easy steps:

1

Introduction

You'll schedule a call with us to see what working with TFP looks like

2

WealthGPS

Our 8 step process formulates a plan to help you turn your retirement dreams into reality

3

Ongoing Service

We continually evaluate your needs to ensure we're optimising what you've worked hard for

Hear from our Operations Director, Olivia...

Your team...

Experts in helping people plan for and live in life after work.

We are award winning chartered financial planners, but we are more than that!

Our friendly team are specialists in helping aspirational couples aged 50+ navigate their complex financial situations and build a retirement that works for you.

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Casey Mills
Dan Haylett
Olivia Maynard

Retirement planning for people just like you...

Rob Page
Philip Cook
Malcolm Snelgrove

Rob Page

Philip Cook

Malcolm Snelgrove

No sales patter and no jargon, just a genuinely holistic approach to financial advice. Can't recommend highly enough.

I would certainly recommend TFP to anyone looking for financial advice and more importantly to people approaching their retirements years who need sound, reliable and trustworthy advice.

Dan took the time to understand our lifestyle and what matters to us. Dan has given us a clear understanding and confidence for our future finances. Fantastic service!

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