Retirement Assessment – TFP Financial Planning

Explore Working With Us

Who We Help

We do our best work with:

Aged 50+

People aged 50+ that are retired or close to it

£1 Million+

Diligent savers with investments over £1 million

Expert Guidance

People who value expert help because time is more important than money

Explore Working With us

Step 1

A FREE Retirement Roadmap Session (60-min) to learn what matters most to you, answer your big questions, and ensure we have the right expertise to help. We’ll also share more about our process and show you how we can improve your retirement plans, optimise income, lower taxes and invest smarter. We will send you your retirement planning proposal, giving you an overview of the work we will do for you, setting out our service and agreeing the fixed fees

Step 2

If we both agree we’re a good fit to work together, you’ll sign our client agreement and begin your journey through the WealthGPS framework. Through our step-by-step onboarding process, we’ll dive much deeper into your retirement aspirations, collect important documents and build your coordinated, comprehensive retirement plan.

Step 3

Ongoing Planning

Retirement planning is a decades-long transition, full of complex moving parts that need to be coordinated, monitored and updated. After building your WealthGPs plans, we regularly evaluate your plans, income and investments to ensure you are on track and everything is fully optimised. You’ll formally meet with us twice per year, and we will proactively be in touch between meetings to provide updates and take action on important tasks

Schedule your free roadmap session

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Still Have Questions?

Why should I consider hiring TFP

Shift into the second half of your life confidently so you can spend more time doing the things you love
Maximise your retirement income so you can have more joy and create more memories
Lower your taxes and keep more of your hard-earned money
Invest smarter, so you worry less
Ensure the people you love have a trusted professional to lean on if something happens to you

How are you different from other financial advisers?

We are retirement planning experts for people aged 50+. Just like a Cardiologist would not perform foot surgery, we remain highly specialised and only work with people we have the expertise to help.
We charge fixed fees based on the service we provide and not the wealth you have
We understand that retirement is as much of a human problem as a maths one and are skilled in and understand the psychological challenges of retirement. We work to ensure you harmonise money and life in order to design a second half you can’t wait to live

Are you independent and regulated?

We are owner managed, completely independent and directly authorised and regulated by the Financial Conduct Authority (FCA).

Do you offer an hourly fee of one-time project option?

We do our best work with people who need (and want!) a long-term relationship. Currently, our firm is not equipped to offer an hourly fee schedule or a one-time project option.