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

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...

emotional

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.

behavioural

Behavioural

A life without purpose is survival.

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

money

Financial

Do your finances own you?

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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. 

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

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.

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This meeting is at our expense. 

Dan Haylett

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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

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© 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.

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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.

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