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Read the latest financial news and team updates

Cash flow modelling – The next new shiny financial services product…

Published on October 23, 2019 by Casey Mills Category: From our team

Is the financial services industry still obsessed with products? Financial planner Casey thinks so, as he explains… I have been working in financial services for nearly 20 years and many far more erudite people than me have quite rightly said ‘the only constant in this industry is change’. Now I am sure someone reading this,

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The Mythical World of Financial Advice

Published on October 15, 2019 by Casey Mills Category: From our team

Last June, the Financial Conduct Authority (FCA) found that only 39% of adults in the UK trust advisers to act in the best interest of their clients. Casey, our Financial Planner, explains how things can change… Having worked in financial services all my working life, I can completely understand why people don’t trust, understand, or

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3 tips to become a ‘forgetful’ investor

Published on October 15, 2019 by TFP Team Category: Investing & Personal development

“A retentive memory may be a good thing, but the ability to forget is the true token of greatness” – Elbert Hubbard, American writer (1856-1915) In order for us to live a life full of financial freedom and purpose, we need to be great at forgetting things. There is an old adage in investing called

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Why I love helping my clients spend their money

Published on October 9, 2019 by TFP Team Category: Personal development & Retirement & Your life

We’re all told to save, save, save. But, sometimes, it’s time to spend your money – as our financial planner Dan explains… We’ve all heard stories about people who can’t control their spending. But we don’t hear nearly as much about people with the opposite problem: people who have more money than they’ll ever need

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The biggest risk in financial planning

Published on October 4, 2019 by TFP Team Category: Financial planning

The word ‘risk’ is used in all elements of our lives and has many different meanings depending on the context and our own interpretation. The subjective nature of the word makes it almost impossible to be defined across different people, at changing times, and when considering the evolving world around us. In providing regulated financial

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How much does financial advice cost?

Published on September 25, 2019 by TFP Team Category: Financial planning

The cost of financial advice isn’t quite as simple as quoting a pounds and pence figure. We asked our financial planner Casey to explain… How much does financial advice cost? This is typically one of the first questions a prospective new client asks once they have outlined what problems they are trying to solve. However,

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