Life-Centered Retirement Planning & Wealth Management

We help aspirational couples aged 50+ that have complex financial arrangements live with freedom, spend without worry and use time wisely…

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Our credentials

We are proud of our achievements

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 the team

Our Purpose: To enrich the lives of our team, clients, and community 

We have an enthusiastic and passionate team of people who are committed to the same cause: to make a meaningful difference to the lives of our clients. You can find out a bit more about them on their individual profiles…

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

Meet the team
Client thoughts

Real words from real clients

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“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 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

"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

"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

"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 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

Chelmsford

Dan at TFP has been immensely helpful and removed my financial anxiety as I was approaching retirement. I now feel more confident with my plans and Dan’s encouraged me to remove the (financial) shackles so much so that I turned down a part time opportunity which would have been easy to take but in actual fact, not what I really want to be doing. I would recommend anyone to use TFP to think through their post retirement life.

Atul Manek

Retired Chief Investment Officer, Shenfield

Ive been working with Dan from TFP for a year now. The whole engagement from introduction call through to planning discussions has been fabulous all the way through. I had reached the stage of needing to understand what policies and monies we had and what that meant for our aspirations heading towards "retirement". Dan took the time to understand our lifestyle and what matters to us. Dan has given us a clear understanding and confidence for our future finances. Fantastic service!

Malcolm Snelgrove

IT Consultant, Devon

We had a consultation with TFP initially thinking purely about financial advice however, after discussion with Dan, this was turned around to thinking about what we wanted to achieve with our goals and lifestyle. Dan has met regularly with us, given helpful advice, produced detailed financial analysis and has shown us that we can be confident in planning and enjoying the next stage in our life journey. Highly recommended.

Dave & Debbie Hay

Retired, Danbury

My husband and I are new clients of TFP. We needed advice to plan for retirement in a couple of years. Dan Haylett (in particular as he was our main man) and also Casey and all the team, have gained our trust and confidence with their thorough, professional, efficient and friendly service. We now have a sound financial plan in place and very much look forward to financial independence! If any questions arise in the future then we can contact Dan or the team, and the support will be there....happy days.... and we are happy to recommend TFP too.

Alyson & Nic Ward

Retired, Maldon

I engaged TFP as I was considering my retirement options. I was particularly impressed by the way my contact, Dan, commenced by trying to understand my life goals, my attitudes to risk and generally what made me tick, before trying to put together a plan for the future, which we both owned. Only at the end of the process did the financial advice emerge, which made it seem more tailored to my requirements. I would recommend TFP to anyone looking for a similar approach.

Gavin Silcock

Retired, Spain

Extremely high level of service, really listened to what I needed, which is rare these days, and as a result a high quality proposal and gold plated advice. One of the most important things about financial planning is having trust and confidence in the professionals to whom you turn for advice and Casey and the team at TFP inspired that for me from the outset. I would highly recommend TFP to anyone wanting some help and advice planning their financial futures.

Barbara Vance

Retired

I’m very happy to highly recommend the services of TFP. Our FP Dan Haylett is extremely personable, professional & proficient & is backed by a team of really helpful & friendly support staff. He has quickly identified our financial & lifestyle aspirations & has presented a plan that provides comfort & confidence that even in these uncertain times (Corona wasn’t amongst the original ‘what ifs’) our objectives can be met. Many thanks Dan, we are looking forward to a long & trusted relationship with you & Team TFP.

Heidi Dixon

Retired, Mayland

The team at TFP Financial Planning Ltd are exceptional in their field. Taking the time to get to know and understand what is important to you they are well equipped to build an enduring relationship and work with you on a financial plan. Their attention to detail and the client service they provide is second to none. It is a pleasure working with them.

Lorna Bastian

Private Client Solicitor, Chelmsford

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 Life-Centered Financial Planning 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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