Top Rated... Again!

We’re delighted to share that TFP has once again been recognised as a VouchedFor Top Rated Firm, with both Dan Haylett and Casey Mills earning Top Rated Adviser status for a THIRD consecutive year.

What makes this so special?

It’s completely driven by real client feedback — honest reviews from the people who trust us to support their biggest financial decisions and most meaningful life transitions.

Why this recognition matters

In a world full of noise, finding a financial planner you can genuinely trust is more important than ever. VouchedFor provides transparency and reassurance by listing advisers who consistently demonstrate integrity, clarity, and positive client outcomes.

To be named a Top Rated Firm again reinforces what we care about most:

• putting people at the heart of every decision,

• offering clear, thoughtful guidance, and

• helping clients move towards a retirement that feels confident, joyful, and full of purpose.

  
  

Featured Nationally

This year’s VouchedFor Top Rated Guide is once again being featured in The Times and The Telegraph, shining a spotlight on firms who go above and beyond for their clients.

We’re proud to stand among them, representing what high-quality, human-centred financial planning looks like.

A Huge Thank You

To our amazing clients: thank you.Your trust, openness, and feedback make achievements like this possible — and meaningful.

To anyone considering working with us: we’d love to meet you. Whether you’re planning your retirement, looking for clarity, or wanting a partner to support your life’s next chapter, we’re here to help you approach the future with confidence and creativity.

Here’s to another year of impact, purpose-led planning, and helping people live life boldly.