More than admin: what it’s really like to work in Client Experience at TFP

https://recruitment.tfp-fp.com/ When people hear the words “Client Experience Manager”, they can sometimes imagine a traditional administrative role: paperwork, emails, chasing providers and keeping records up to date. Those things matter, of course. But at TFP, the role goes much further. To give potential applicants an honest picture of what working in our Client Experience Team […]
Why the Best Investing Strategies Aren’t Hidden Behind VIP Ropes

There’s a funny assumption many people carry, often without realising it. Once you’ve reached a certain level of financial comfort, life tends to present more options:better hotel rooms, priority queues, specialist services, invitations that start with “exclusive”, and opportunities that make everyday experiences feel a little easier. Because of this, it’s completely understandable that some […]
Mag 7 to Lag 7…

31 July 2026Estimated read time: 6 minutes Watch some of the TFP team chat through this months market update here – https://youtu.be/S37KID0BJfc Renewed tensions involving Iran pushed oil prices sharply higher in July, while investors began questioning whether the vast sums being spent on artificial intelligence will deliver sufficiently strong and timely returns. UK shares performed well, […]
Why Good Financial Planning Behaves More Like Gardening Than Paperwork

If you ask most people when they first looked for financial advice, the answer is rarely, “just because”. It’s usually sparked by something big happening, a home being sold, a job shift, a family change, or an inheritance arriving unexpectedly. In those moments, people don’t want philosophy; they want answers. “Should I do this?” “Is […]
Your Financial Plan Shouldn’t Depend on Predictions

Every January, a familiar ritual begins. Newspapers, money pages, and commentators dust off their crystal balls, offering bold statements about what markets “will” do over the next 12 months. Some predict surges. Others declare impending doom. And every year, people feel pulled toward these forecasts, even if they don’t usually pay much attention to the […]
Building a Future-Proof Financial Plan

Most people come to financial planning with a healthy mixture of dreams and worries. They want their money to support a life they love, and they’re also aware, sometimes quietly, sometimes loudly, of the uncertainties that sit along the way. At TFP, we’ve seen time and again that those who approach their financial future with […]
2026 – Mid Year Review…

30 June 2026Estimated read time: 5 minutes The first half of 2026 has been defined by geopolitical uncertainty, particularly conflict in the Middle East, renewed concerns over energy security and an unsettled global economic backdrop. Despite these challenges, most major financial markets have delivered positive returns, with investors increasingly looking beyond the largest US technology companies […]
Diversification Done Properly

Why More Isn’t Always Better Diversification is one of those financial phrases most people can recite without thinking. It sits alongside “buy low, sell high” in the category of advice we’ve all heard, but rarely stop to examine. In practice, we see diversification misinterpreted more often than almost any other principle in investing. And not […]
Giving with a warm hand, not a cold heart

For many families we work with, the journey toward financial independence begins with a simple hope: “I just want to know we’ll be okay.” Security. Stability. The ability to choose how you live, rather than have life choose for you. But something interesting happens when people reach that point where “enough” feels secure. A new […]
Why Calm Markets Are the Best Time to Strengthen Your Financial Plan

It’s a lovely feeling when markets are steady, inflation isn’t dominating the headlines, and life feels that bit more predictable. Many people breathe a sigh of relief and tuck their statements away for another quarter. And while it’s completely natural to enjoy the quiet, it’s also the ideal moment to make sure your long-term plan […]