Read the latest financial news and team updates

How much is enough?

Published on December 4, 2019 by Casey Mills

As Lifestyle Financial Planners this might not be the first question we are asked by a prospective new client.  The relationship typically starts with a problem that needs to be solved involving a financial product. But, soon after our initial conversations, we confirm that our role is to help our clients have the comfort, confidence

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Spend your money and create amazing memories

Published on November 25, 2019 by Dan Haylett

I would like to share a riddle with you. I can bring tears to your eyes; resurrect the dead, make you smile, and reverse time. I form in an instant, but I last a lifetime. What am I?… …Memories It’s well known that, for a generation (or two) of people, spending their hard-earned and saved

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Your monthly TFP update

Published on November 11, 2019 by TFP Team

It’s been another busy month at the TFP offices, with several of our team working hard to gain professional qualifications. Here’s your complete update to the last month at TFP. Casey and Dan share their wisdom at Vanguard symposium Last month, we were delighted to be asked by Vanguard UK to speak at their London

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The real impact of Brexit, Trump and trade wars on your investments

Published on November 7, 2019 by Casey Mills

When it comes to investing there is always something happening around the world or in the news that could affect your investment decisions. We refer to this as “noise” and, unfortunately, you have to accept that it will always be there in some form. This can be even more relevant when you think about retirement

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