We give you the confidence to spend money & time on what's important...
Who we help...
We help individuals and couples who:
Are aged 50+
An individual or couple who are retired or planning for life after work.
Have a net worth 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.
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...
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Emotional
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.
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Behavioural
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.
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Financial
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.
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WealthGPS
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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
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