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Award Winning Independent Lifestyle Financial Planning & Wealth Management

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Our credentials

We are award winning Chartered Financial Planners

Chartered status is the profession’s gold standard of excellence and integrity; it is only achieved by a select number of firms who have met rigorous qualifying criteria.

We have been named as one of the top 100 financial planning firms in the UK for 2021 by Citywire New Model Adviser.

We have obtained the coveted BS8577 British Standard for the framework and provision of financial planning and advice services.



About us

Meet our team

Our business was originally founded in 1995. Our expert team consists of Financial Planners, Paraplanners and Administrators.

From our offices in the heart of Maldon, situated on the Blackwater estuary in Essex, we are ideally placed to support clients across East Anglia and London.

Meet the team
Client thoughts

Real words from real clients

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“We were introduced to Casey and his team to initially help us with a difficult decision regarding our Final Salary pension scheme. The level of underlying technical detail acquired by TFP, coupled with the in-depth understanding of our future requirements, have enabled us to confidently make what we believe is the right decision."

Mr & Mrs D


“Casey has been our financial adviser for two years and has provided an efficient service. His financial advice has enabled us to rationalise our portfolio into a much more manageable number of investments. He has taken the time to be clear about our requirements in terms of the medium and long-term approach to investments.”

Mr J Summers

Retired, Maldon

“Casey explains the options in a simple way, cutting out the jargon. Having given information to you, he allows time for you to digest it and then tests your understanding of what he has explained. He doesn't rush you into quick decisions about the choices open to you.”

Mr D Evans

IT Specialist, Maldon

“My wife and I have found Casey's attention to detail and knowledge to be pretty much second to none! His advice has been absolutely essential in our future financial planning.”

Mr G White

Reinsurance Controller, Colchester

“TFP’s advice helps me enormously as I start to plan ahead. I really think you are onto a winner with this type of approach with clients. The testimonials from people of a similar age to myself are really reassuring, both in terms of their thoughts but equally the absolute trust they have placed in you and your company.”

Mr P Cook

Enterprise Channel Manager, Oxford

“Getting to grips with my retirement options as I approach 55 was a bit daunting. I was very lucky in finding Casey Mills at TFP. He updated my current arrangements and provided invaluable policy-specific information that only a professional would know to uncover. Without Casey’s outstanding professionalism and incredible tenacity, I would not have the full picture and probably a lot less flexibility. No hesitation at all in recommending Casey and TFP.”

Mr A Betts

Wickham Bishops

"Outstanding professionalism. I have confidence that TFP’s advice and recommendations were best for us, not for them. Good clear demonstration and illustration of realistic 'what ifs'.”

Mr T Howard & Mrs L Skau

Engineers, Latchingdon

"I have known Ian Jones personally for several years; he has been looking after my investments now for approximately 12 months. My investments have outperformed the market and my own expectations. Ian has always offered excellent and comprehensive advice in a professional and ethical manner. I would highly recommend him to anyone looking for financial advice.”


Group Managing Director - Lennox House Group of Companies, Sussex

"I was looking for a professional adviser to help sort through my business and personal financial matters. Casey Mills did so in a very professional and transparent manner. This has enabled me to get my personal and business affairs in good order. In addition, should anything happen to me, my wife and family will be able to sort things out in relative ease."

Mr Richard Tarrant

Business owner, Trading Spaces Ltd

"I have been using Ian Jones for investment advice regarding my pension for the last four years. In all my dealings with Mr Jones, I have found him to be honest, straightforward and above all able to explain his recommendations in terms that are easily understandable, unlike my previous advisers. I would have no hesitation in recommending his services to anyone."

Mr R C Grain

Business owner, Peterborough

"Once Casey is in command of one's financial details, he is able to discuss many variables to suit the needs of that person. He is confident and articulate in explaining how various policies can be used for one’s benefit and is an extremely likeable person."

Kevin McEnteggart

Contracts Director, Essex

"Casey understood my personal situation (marriage separation) and related very well for my needs for myself and children in the future years. He explained all risks and possible reward during pension and investment planning whist understanding the levels of security needed."

Ken Moss

Business Development Manager, Essex

"Casey always gives clear advice and explanations to any questions I ask. With the budget changes regarding pensions, Casey arrived at my home fully able to explain and advise on all the points I wanted to clarify; I was able to plan ahead on the advice he gave. Casey listens to our hopes and plans and advises accordingly. Excellent service.”

Peter Smith

Retired, Chelmsford

“Casey Mills very quickly grasped the concept of our requirement and put forward positive potential scenarios. Working through and clearly explaining the pros and cons of the options gave us absolute confidence in choosing the option that best suited our requirements. Straightforward qualities of listening and understanding are backed by the knowledge to advise and achieve a given plan. No doubts in forwarding my recommendations."

Mark Adlington

Director, Braintree

"Casey presented the products in a way that could be understood, and he gave us good vibes that helped in a relaxing way when you are trying to plan your future. He made us feel happy to continue working with him in the future."

Stephen Brown

Managing Director, Essex

"Always an honest appraisal of finances based on our requirements and needs. Would definitely recommend."

Sally Ann Bancroft

Retired, Chelmsford

"We have known Casey and Ian for many years now. Casey has continued to assist us with our financial planning. The service we receive is excellent and done with the upmost care and attention. We would be happy to recommend TFP to anyone searching for financial assistance."

Graham Green

Sales Manager, Chelmsford

"TFP helped us to plan for early retirement in 2015. Ian and Casey produced in depth financial analysis and explained in detail the options and the potential future lifestyle changes. We have regular reviews with Ian and will be relying on him to provide ongoing advice and support with future pension, financial and personal milestones."

Kim Timms

Retired, Holland-On-Sea

"TFP is a true gem of a company. Professional, honest and friendly. Advice received from TFP in respect of all financial planning requirements has been excellent. I would recommend TFP without hesitation."

Karen Saunders

Retired, Leigh-On-Sea

"I have known Ian for more than 15 years and been a client of TFP for almost as long. I am extremely pleased with the advice and service given by Ian. The regular reviews and correspondence give me peace of mind that my investments are in save hands. I would happily recommend TFP."

Andy Gray

Business Analyst, Maldon

"From the moment we met Casey and his team, we felt relaxed and comfortable. More importantly, we felt we were in the hands of people we could trust and who could provide the knowledge we lacked to help steer us with confidence into our long anticipated retirement period."

Richard Dunn

Partnership Director, Chelmsford

"I have always received five-star service from Casey Mills, supported and backed by the TFP team. I was able to plan and make decisions with confidence on my future finances. I would recommend them to anyone looking for good financial advice."

John Morrison

Contractor, Chelmsford

"All of our questions were answered and the conclusions were explained with clarity and insight. A highly effective Lifestyle Financial Planning service backed with Casey's sound analysis and technical knowledge has given us the confidence to make some very big decisions."

Phil Claydon

Retired, Chelmsford

"Very professional and understanding of our needs. They made it easy to understand our financial situation and what this means for our future spending power. This has given us confidence to plan certain activities and also to enjoy some things right now!"

Marion Jackson

Retired, UK & France

"Casey has a unique approach in terms of listening and expressing empathy, along with detailed financial knowledge. He is good at explaining in clear detail (no jargon!) how and what our fund projections mean. I would certainly recommend TFP to anyone looking for sound, reliable and trustworthy advice."

Philip Cook

IT Consultant, Oxford

"I have been a client of TFP for a number of years now and I am extremely pleased with the advice and service I have received. I have regular reviews and the information provided is presented in an easy to understand way. I would wholeheartedly recommend them."

Nigel Sealey

Contractor, Sleaford

"Ian and the team are fantastic. I really do not have to worry about my investments; they are in very capable hands. The team are efficient and informative, and I couldn't ask for anything more."

Lynne White

Sales & Marketing Manager, Kettering

"Casey has always kept his advice totally in keeping with our stage in life. He has shown us how we can easily retire and more importantly the choices we have. I would have no hesitation in recommending Casey and the team to anyone looking for financial planning."

Nick & Linda Maples


"Since beginning to work with TFP, I really understand my finances. I am not guessing anymore and only wished I started with them earlier. Now my life will manage my money and not the other way around."

Mr M


Data from 2021

Client stories

Changing lives for the better

Some of our clients have been kind enough to sit down with us and talk about how our financial planning work has changed their lives for the better. We hope their stories inspire you to think about yours.

Dave and Lesley Evans - Confidence to leave the corporate world

“They’ve given us confidence in our financial position to be able to do the things that we want to do.”

Paul Walton - The confusing world of pensions

“They’ve made a dream of retiring early come to fruition for me.”

Kim and Nick Timms - Retiring early

“Working with TFP has enabled us to have the confidence to spend.”

Ron Olivier - A retirement plan that works

“The process has allowed me to do the things I want to do at the time when I can still do them.”

Dave Millner - The real benefits of financial planning

“There’s a very clear picture in my head about what I need to do, how I need to do it and why.”

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If you’d like to learn more about how we can help, we’d love to hear from you.

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