top of page

You wouldn’t set out on a journey without directions, so why would you set out on your retirement journey without WealthGPS...

What is WealthGPS?...

Here's what to expect...

Your WealthGPS journey starts with us working with you to discover your values, purpose, and vision for your retirement. Three key components to aligning your money with what’s most important to you.

 

We’ll introduce our retirement planning playbook which has 11 specifically designed exercises to uncover these values, purpose, and vision. This will allow us to understand you and your family in a way that goes well beyond your numbers, track progress and hold you accountable to you living your best life.

what is WealthGPS

How we invest your money...

Our 7 core investment beliefs are as follows...

diversification

Diversification is essential

cost

Costs matter

Investor behaviour is a key determinant of their long-term outcome

Risk and return are related

The capital markets work

Asset allocation and portfolio structure drive returns

Consistent outperformance is rare

Start your journey...

Book your 20 minute initial chat today.

In this meeting, our Director, Dan Haylett, will find out more about you, what you're looking for and and if we are a right fit, how we can help you get there.

​

This meeting is at our expense. 

Dan Haylett

Get your FREE retirement toolkit...

Sign up for more FREE stuff...

Subscribe to our monthly newsletter

Untitled design (1)_edited.png

Help yourself to FREE copy of the brilliant book 'Enough?' by Paul Armson on us

Enough Book
TFP

Contact Us:

team@tfp-fp.com

01621 851563

TFP Financial Planning Ltd

65B High Street, Maldon Essex, CM9 5EP

  • Facebook
  • LinkedIn
  • Youtube
  • Twitter
  • Instagram

© 2024 by TFP Financial Planning Ltd.

TFP Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. You can find TFP Financial Planning Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 8068582. Registered Office: The Rivendell Centre, White Horse Lane, Maldon, Essex, England, CM9 5QP.

​

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

bottom of page