Learn more about our story, our values and our expert team

Our story

Ian Jones originally founded The Financial Practice Ltd in 1995. Following a series of business acquisitions in 2012, TFP Financial Planning Ltd was established in 2015 by Casey Mills and Ian Jones.

Our team consists of three Financial Planners: Ian Jones, Casey Mills and Dan Haylett. They are supported by our dedicated support team of Paraplanners and Administrators.

From our offices in the heart of Maldon, situated on the Blackwater estuary in Essex, we are ideally placed to support clients across East Anglia and London.

We believe that real financial planning changes people’s lives. We help clients identify, achieve and maintain their desired lifestyle without running out of money – or dying with too much.

Our core values

  1. We believe that honesty and strong morals are essential in forging and maintaining long-lasting client relationships.
  2. We work together to achieve the desired outcome for our clients.
  3. Our clients are at the heart of everything we do and will always be our priority.
  4. We don’t accept the status quo and look to be leading our profession.
  5. We are trusted, responsible and transparent with the service we provide to our clients.

Our expert team

Our goal is to make a meaningful difference to the lives of our clients; and to the lives of our team.

We have an enthusiastic and passionate team of people who are committed to the same cause: supporting our clients. You can find out a bit more about them on their individual profiles:

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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