Stories

Creating extraordinary retirements for people like you

Designing, planning and creating extraordinary retirements always has and always will be our goal.

Most firms like to talk about how they do this; we prefer to show it. Some of our clients have been kind enough to sit down with us and talk about how our financial planning work has changed their lives for the better.

Their stories will help you to learn a bit more about our approach, the way we work and the lifestyle we can help you to achieve.

What can we help you to achieve?

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.”

Dave Milner - The real benefits of financial planning

“There’s a very clear picture in my head about what I need to do, how I need to do it and why.”

Get in touch

If you’d like to learn more about how we can help, we’d love to hear from you.

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Do you have accumulated funds in an ISA, in savings, in pensions or a combination of?

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