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.
Is this you?
Do you want your wealth managed in a way that improves your life?
Is your retirement too important to go it alone?
Do you not want to feel like a number?
Do you value long term relationships?
If so, then we would love to help you secure and live your ideal retirement, before it’s too late…
Family business owners
With so much to juggle, it can be extremely difficult to dedicate meaningful time to future financial planning as a business owner. We will help you to manage both the business and personal side of your wealth, and simultaneously look to the future; whether that’s your retirement, exit strategy or business sale.Click to find out more
Whether you’re hoping to retire in the next few years or you’re thinking about the day when you can work less, the prospect of preparing for retirement can be daunting. We will help you to assess your retirement income and make suitable changes; giving you the financial confidence to enjoy the freedom of retirement to the full.Click to find out more
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
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.”