We help individuals and couples who...
Are looking to retire within the next 3 years
Have invested assets of £1m - £3m
Value expert guidance because their retirement is too important
We help you to feel financially and emotionally free so you are confident to spend your money and time how you want, when you want, with whom you want.
3 ways we help you tackle a modern day retirement...
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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.
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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