top of page

We give you the confidence to spend money & time on what's important...

Who we help...

We help individuals and couples who:

Aged 50.png

Are aged 50+

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

Worth 1m +.png

Have a net worth of £1m +

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

Untitled design (25).png

Are looking for guidance

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

Watch Dave & Lesley's Story

Watch Kim & Nick's Story

Watch Paul's Story

We help you to feel financially and emotionally free to spend your money and time how you want, when you want, with whom you want.

The challenges we solve...

Untitled design (41).png


Money is an emotional topic.


Knowing what your financial life after work looks like and how you will spend your time can make you feel anxious and uncertain.

Untitled design (42).png


A life without purpose is survival.

Without the understanding of why you have money, you may make rash decisions and this can harm your financial future.

Untitled design (43).png


Do your finances own you?

You may worry about what life looks like after work and how you will ever have enough to do the things you want to do in retirement. 

What we do...

Clarity & Reassurance

Financial plans that work for you.


We remove all jargon and worry from your finances, so that you can be confident that you are making the right decisions and you have enough.

Untitled design (44).png


Untitled design (45).png

Your human compass.


Our WealthGPS service helps to keep you accountable to what you want to do and on track for your dreams and desires in retirement.

The Masterplan

Untitled design (45).png

Looking at your entire life.


Our financial planning covers all aspects of your finances, so that you can be certain that every part is working hard for you through retirement. 

We create confident couples with clear, shared values and purpose so they can make work optional and live a meaningful, fulfilling life.

What our clients say...

"Simplified the jargon regarding pensions and outline our options that we could consider. Thank you to Casey and his wonderful team."

Debbie White

"We now have a sound financial plan in place and very much look forward to financial independence!"

Alyson Ward

"From the outset it was apparent that Casey at TFP had a different approach. He spent time understanding us and our drivers."

Tim Bailey

bottom of page