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.
Who we work with
Helping you to retire with freedom, confidence and peace of mind
Over the years, we have developed specific expertise in helping people to secure their ideal retirement.
We help you answer the three most critical questions…
“How much money do I need for the rest of my life?”
“Will my family be financially OK, no matter what?”
“Can I confidently spend my money to take advantage of my time?”
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
People planning for retirement
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 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
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.”