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Helping aspirational couples aged 50+ live a happy, healthy and wealthy retirement…

Spend with freedom | Invest wisely | Reduce taxes

The challenges we solve...

Our expert, human-focused financial planning helps to solve these challenges...

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You have complex financial arrangements.

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You don't know if you can 

 retire comfortably.

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You are fearful of wasting the time you have left.

Helping you enjoy & embrace the freedom of life after work...

We work best with people that...

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Are aged 50+

An individual or couple who are retired or planning for life after work.

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Have invested assets of £1m +

You have worked hard, saved diligently and have over £1 million of assets (excluding property).

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Are looking for guidance

Your retirement is too important to trust traditional financial advice because you deserve more

What we do...

Our human focused approach provides you and your family with the following:

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Build you a retirement plan

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Give you confidence

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Help you find purpose

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Reduce uncertainty

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Simplify your life

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Make work optional

Your Journey...

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Listen.

Create.

Guide.

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!

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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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Your own finance hub...

All of our clients get access to MyTFP Hub, the client portal & mobile app from TFP Financial Planning.

MyTFP Hub is a client portal and mobile app that allows us to communicate with you safely, share important documents and give you control of your finances.

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What our clients say...

Dave & Lesley Evans

Paul Walton

We come highly recommended...

Read what some of our clients have said about the service they have received from TFP Financial Planning:

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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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